+1,661.2%
WELL vs XHB
+175.2%
+1,486.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.8% |
| 7D | +3.0% | +1.2% | +1.9% | +2.3% |
| 30D | +10.2% | +8.9% | +1.4% | +5.2% |
| 3M | +6.1% | -4.2% | +10.3% | +7.7% |
| 6M | +16.6% | +1.4% | +15.3% | +14.0% |
| YTD | +35.3% | +1.2% | +34.1% | +31.0% |
| 1Y | +31.5% | -1.3% | +32.7% | +28.5% |
| 3Y | +206.5% | +36.6% | +169.9% | +138.9% |
| 5Y | +222.0% | +34.3% | +187.7% | +145.4% |
| 10Y | +473.8% | +241.1% | +232.7% | +159.6% |
| All | +1,661.2% | +175.2% | +1,486.0% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XHB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling