+149.7%
XBI vs WELL
+356.7%
-207.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -2.0% | +2.3% | -4.3% | -2.6% |
| 3M | +17.8% | +12.3% | +5.5% | +14.0% |
| 6M | +23.7% | +15.6% | +8.1% | +18.6% |
| YTD | +28.2% | +28.3% | -0.1% | +19.4% |
| 1Y | +64.0% | +41.9% | +22.0% | +48.4% |
| 3Y | +99.4% | +198.3% | -98.9% | +47.2% |
| 5Y | +19.3% | +206.4% | -187.1% | -13.4% |
| All | +149.7% | +356.7% | -207.0% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 10y: compounded portfolio wealth divided by compounded WELL 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…
10y analysis · Full analysis span regression · 6 months rolling