+2,180.3%
WELL vs XPO
+10,316.6%
-8,136.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.5% | -6.5% | -2.5% |
| 7D | -0.8% | +2.4% | -3.2% | -1.1% |
| 30D | -0.1% | -3.5% | +3.5% | +0.2% |
| 3M | +18.0% | -11.9% | +30.0% | +19.3% |
| 6M | +15.0% | -10.0% | +25.0% | +15.7% |
| YTD | +28.6% | +42.1% | -13.5% | +23.7% |
| 1Y | +42.9% | +47.6% | -4.7% | +36.5% |
| 3Y | +203.0% | +153.6% | +49.4% | +169.0% |
| 5Y | +206.9% | +266.5% | -59.6% | +157.5% |
| 10Y | +339.5% | +1,460.4% | -1,121.0% | +226.9% |
| All | +2,180.3% | +10,316.6% | -8,136.2% | +1,385.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling