+2,273.1%
WELL vs XPO
+10,073.3%
-7,800.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.1% | +6.9% | -6.7% | -0.5% |
| 30D | +6.8% | +4.1% | +2.7% | +6.3% |
| 3M | +6.7% | -9.7% | +16.5% | +7.6% |
| 6M | +13.8% | -3.8% | +17.6% | +13.9% |
| YTD | +33.8% | +38.8% | -4.9% | +28.8% |
| 1Y | +29.6% | +34.2% | -4.6% | +25.1% |
| 3Y | +203.1% | +126.9% | +76.2% | +172.2% |
| 5Y | +223.8% | +297.5% | -73.7% | +169.9% |
| 10Y | +462.8% | +1,260.5% | -797.7% | +321.8% |
| All | +2,273.1% | +10,073.3% | -7,800.2% | +1,447.3% |
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 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