+1,700.7%
WELL vs XRT
+529.0%
+1,171.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.8% |
| 7D | +4.4% | +0.9% | +3.6% | +3.8% |
| 30D | +10.8% | +7.9% | +2.9% | +6.0% |
| 3M | +4.2% | -0.2% | +4.4% | +4.0% |
| 6M | +14.0% | +5.6% | +8.4% | +9.6% |
| YTD | +33.4% | +5.7% | +27.8% | +27.5% |
| 1Y | +32.4% | +14.6% | +17.8% | +20.4% |
| 3Y | +194.7% | +50.7% | +144.1% | +117.8% |
| 5Y | +226.5% | -4.8% | +231.3% | +205.5% |
| 10Y | +429.8% | +152.6% | +277.2% | +128.7% |
| All | +1,700.7% | +529.0% | +1,171.7% | +217.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling