+204.5%
WELL vs XPO
+159.4%
+45.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.6% |
| 7D | -1.3% | +2.7% | -4.0% | -1.5% |
| 30D | +0.5% | -6.2% | +6.7% | +0.9% |
| 3M | +19.1% | -15.4% | +34.5% | +20.2% |
| 6M | +17.0% | +0.7% | +16.2% | +16.7% |
| YTD | +29.2% | +39.8% | -10.6% | +26.4% |
| 1Y | +42.1% | +43.3% | -1.2% | +38.6% |
| 3Y | +204.5% | +166.0% | +38.5% | +171.3% |
| All | +204.5% | +159.4% | +45.1% | +171.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling