+42.1%
WELL vs XRT
-1.4%
+43.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +0.5% |
| 7D | -1.3% | -0.3% | -1.1% | -1.3% |
| 30D | +0.5% | -5.6% | +6.2% | +0.7% |
| 3M | +19.1% | +2.5% | +16.5% | +19.0% |
| 6M | +17.0% | +3.7% | +13.3% | +16.7% |
| YTD | +29.2% | +1.0% | +28.2% | +28.6% |
| 1Y | +42.1% | -1.2% | +43.4% | +41.6% |
| All | +42.1% | -1.4% | +43.5% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling