+74.5%
UBER vs WELL
+287.6%
-213.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -4.5% | -2.2% | -2.2% | -3.4% |
| 30D | -7.6% | +4.7% | -12.3% | -9.7% |
| 3M | +5.8% | +11.9% | -6.2% | -0.5% |
| 6M | +0.3% | +14.3% | -14.0% | -7.3% |
| YTD | -11.2% | +28.4% | -39.6% | -22.8% |
| 1Y | -23.0% | +42.3% | -65.3% | -36.7% |
| 3Y | +53.6% | +202.6% | -149.0% | -16.5% |
| 5Y | +81.9% | +206.5% | -124.6% | -3.8% |
| All | +74.5% | +287.6% | -213.0% | -32.9% |
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