+218.0%
XLE vs WELL
+207.3%
+10.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | +2.2% | -0.8% | +3.0% | +2.4% |
| 30D | +11.8% | -0.1% | +11.9% | +11.7% |
| 3M | +9.8% | +18.0% | -8.2% | +5.9% |
| 6M | +15.6% | +15.0% | +0.6% | +11.8% |
| YTD | +45.3% | +28.6% | +16.6% | +36.7% |
| 1Y | +48.3% | +42.9% | +5.4% | +35.8% |
| 3Y | +55.4% | +203.0% | -147.6% | +15.6% |
| All | +218.0% | +207.3% | +10.7% | +140.5% |
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