+166.5%
XLE vs WELL
+225.4%
-58.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +4.4% | +0.1% | +4.2% | +4.3% |
| 30D | -4.3% | +6.8% | -11.1% | -5.6% |
| 3M | +6.0% | +6.7% | -0.7% | +4.5% |
| 6M | +13.2% | +13.8% | -0.6% | +9.8% |
| YTD | +46.7% | +33.8% | +12.9% | +36.5% |
| 1Y | +46.6% | +29.6% | +17.0% | +37.3% |
| 3Y | +69.6% | +203.1% | -133.5% | +24.6% |
| 5Y | +166.5% | +223.8% | -57.3% | +96.0% |
| All | +166.5% | +225.4% | -58.8% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling