+163.9%
XLE vs WELL
+451.0%
-287.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.2% |
| 7D | -7.9% | +3.5% | -11.4% | -9.1% |
| 30D | -4.8% | +9.7% | -14.5% | -8.3% |
| 3M | +8.4% | +4.8% | +3.6% | +6.1% |
| 6M | +12.7% | +16.1% | -3.4% | +5.6% |
| YTD | +41.3% | +34.7% | +6.6% | +24.3% |
| 1Y | +42.3% | +31.9% | +10.4% | +26.0% |
| 3Y | +65.1% | +209.9% | -144.8% | +1.6% |
| 5Y | +150.2% | +226.5% | -76.3% | +47.4% |
| 10Y | +163.9% | +455.3% | -291.3% | +29.4% |
| All | +163.9% | +451.0% | -287.0% | +29.4% |
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