+1,573.7%
WELL vs XHB
+173.9%
+1,399.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.0% | -2.5% |
| 7D | -0.8% | -1.3% | +0.5% | -0.2% |
| 30D | -0.1% | -6.9% | +6.8% | +3.4% |
| 3M | +18.0% | -1.3% | +19.3% | +17.8% |
| 6M | +15.0% | -6.8% | +21.8% | +17.3% |
| YTD | +28.6% | +0.7% | +27.9% | +25.4% |
| 1Y | +42.9% | -11.2% | +54.2% | +48.1% |
| 3Y | +203.0% | +25.3% | +177.7% | +148.4% |
| 5Y | +206.9% | +37.3% | +169.6% | +131.6% |
| 10Y | +339.5% | +211.5% | +128.0% | +108.9% |
| All | +1,573.7% | +173.9% | +1,399.8% | +458.1% |
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