+349.9%
WELL vs XPO
+1,517.7%
-1,167.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.1% |
| 7D | -2.2% | -1.3% | -0.9% | -2.0% |
| 30D | +4.7% | -10.4% | +15.0% | +6.7% |
| 3M | +11.9% | -15.7% | +27.6% | +15.3% |
| 6M | +14.3% | -6.3% | +20.6% | +14.9% |
| YTD | +28.4% | +34.2% | -5.8% | +19.6% |
| 1Y | +42.3% | +39.9% | +2.3% | +30.7% |
| 3Y | +202.6% | +155.2% | +47.3% | +130.7% |
| 5Y | +206.5% | +264.7% | -58.1% | +104.4% |
| All | +349.9% | +1,517.7% | -1,167.8% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling