+225.9%
WELL vs XPO
+306.2%
-80.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.4% |
| 7D | +0.1% | +9.0% | -8.8% | -0.9% |
| 30D | +5.7% | +4.2% | +1.5% | +5.1% |
| 3M | +4.6% | -8.7% | +13.3% | +5.6% |
| 6M | +11.9% | -2.8% | +14.6% | +11.8% |
| YTD | +33.6% | +41.9% | -8.3% | +27.0% |
| 1Y | +29.8% | +42.3% | -12.6% | +23.1% |
| 3Y | +202.2% | +127.3% | +74.9% | +156.3% |
| All | +225.9% | +306.2% | -80.2% | +144.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling