-26.2%
UBER vs WELL
+37.3%
-63.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +4.8% |
| 7D | +7.0% | +9.2% | -2.1% | +6.8% |
| 30D | +0.6% | +10.6% | -10.1% | +0.3% |
| 3M | -2.9% | +7.5% | -10.4% | -3.1% |
| 6M | -5.5% | +15.0% | -20.5% | -6.0% |
| YTD | -14.5% | +35.0% | -49.5% | -19.1% |
| 1Y | -26.2% | +36.5% | -62.7% | -29.3% |
| All | -26.2% | +37.3% | -63.5% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling