+211.0%
WELL vs XPO
+271.9%
-61.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.0% | +0.6% |
| 7D | -1.3% | +2.7% | -4.0% | -1.6% |
| 30D | +0.5% | -6.2% | +6.7% | +1.2% |
| 3M | +19.1% | -15.4% | +34.5% | +21.1% |
| 6M | +17.0% | +0.7% | +16.2% | +16.4% |
| YTD | +29.2% | +39.8% | -10.6% | +23.4% |
| 1Y | +42.1% | +43.3% | -1.2% | +34.9% |
| 3Y | +204.5% | +166.0% | +38.5% | +153.3% |
| 5Y | +211.0% | +274.2% | -63.2% | +126.1% |
| All | +211.0% | +271.9% | -61.0% | +126.1% |
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