+70.0%
UBER vs WELL
+308.1%
-238.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -1.1% | +7.8% | -8.9% | -4.8% |
| 3M | -10.0% | +10.2% | -20.2% | -14.4% |
| 6M | -7.2% | +16.4% | -23.5% | -14.8% |
| YTD | -13.5% | +35.2% | -48.7% | -26.8% |
| 1Y | -24.5% | +30.5% | -54.9% | -35.0% |
| 3Y | +37.0% | +206.1% | -169.1% | -25.8% |
| 5Y | +63.3% | +228.3% | -165.0% | -16.5% |
| All | +70.0% | +308.1% | -238.1% | -36.4% |
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