+206.5%
WELL vs XME
+167.8%
+38.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.5% |
| 7D | -2.2% | -3.0% | +0.8% | -1.8% |
| 30D | +4.7% | -2.6% | +7.3% | +5.0% |
| 3M | +11.9% | +2.2% | +9.8% | +11.2% |
| 6M | +14.3% | +0.7% | +13.6% | +13.0% |
| YTD | +28.4% | +10.9% | +17.4% | +23.6% |
| 1Y | +42.3% | +35.7% | +6.6% | +29.7% |
| 3Y | +202.6% | +127.1% | +75.5% | +135.1% |
| 5Y | +206.5% | +168.5% | +38.1% | +125.9% |
| All | +206.5% | +167.8% | +38.7% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling