+100.2%
XBI vs WELL
+201.0%
-100.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -4.6% | -2.2% | -2.4% | -4.0% |
| 30D | -0.8% | +4.7% | -5.5% | -2.0% |
| 3M | +21.8% | +11.9% | +9.9% | +17.7% |
| 6M | +23.2% | +14.3% | +8.9% | +18.0% |
| YTD | +28.7% | +28.4% | +0.4% | +18.6% |
| 1Y | +67.8% | +42.3% | +25.5% | +49.0% |
| All | +100.2% | +201.0% | -100.8% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling