+149.9%
XLE vs WELL
+227.0%
-77.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -12.0% | +4.4% | -16.4% | -12.8% |
| 30D | -2.7% | +10.8% | -13.6% | -4.8% |
| 3M | +6.6% | +4.2% | +2.4% | +5.5% |
| 6M | +9.5% | +14.0% | -4.5% | +6.2% |
| YTD | +40.6% | +33.4% | +7.1% | +31.0% |
| 1Y | +43.6% | +32.4% | +11.2% | +33.9% |
| 3Y | +58.1% | +194.7% | -136.7% | +17.7% |
| All | +149.9% | +227.0% | -77.1% | +83.5% |
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