+191.6%
XOM vs WELL
+356.9%
-165.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.9% | -2.2% | +4.1% | +2.6% |
| 30D | +4.1% | +4.7% | -0.6% | +2.6% |
| 3M | +10.4% | +11.9% | -1.5% | +6.5% |
| 6M | +13.0% | +14.3% | -1.3% | +7.9% |
| YTD | +40.1% | +28.4% | +11.7% | +28.7% |
| 1Y | +51.1% | +42.3% | +8.8% | +34.0% |
| 3Y | +57.7% | +202.6% | -144.8% | +7.4% |
| 5Y | +264.7% | +206.5% | +58.2% | +143.1% |
| All | +191.6% | +356.9% | -165.3% | +70.6% |
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 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