+943.2%
XBI vs WELL
+1,598.2%
-655.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -0.9% | -1.3% | +0.4% | -0.5% |
| 30D | +2.9% | +0.5% | +2.4% | +2.7% |
| 3M | +26.2% | +19.1% | +7.1% | +18.9% |
| 6M | +30.7% | +17.0% | +13.7% | +23.6% |
| YTD | +32.9% | +29.2% | +3.7% | +21.4% |
| 1Y | +72.3% | +42.1% | +30.1% | +52.3% |
| 3Y | +107.2% | +204.5% | -97.4% | +41.6% |
| 5Y | +23.2% | +211.0% | -187.8% | -17.4% |
| 10Y | +158.5% | +337.6% | -179.1% | +40.2% |
| All | +943.2% | +1,598.2% | -655.0% | +190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling