+54.8%
UBER vs WELL
+204.7%
-149.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -3.9% | -3.6% |
| 7D | -2.8% | -1.3% | -1.5% | -2.5% |
| 30D | -2.5% | +0.5% | -3.0% | -2.7% |
| 3M | +4.4% | +19.1% | -14.7% | -0.8% |
| 6M | -2.7% | +17.0% | -19.6% | -7.4% |
| YTD | -10.5% | +29.2% | -39.7% | -18.1% |
| 1Y | -22.5% | +42.1% | -64.6% | -31.7% |
| 3Y | +54.8% | +204.5% | -149.7% | -10.7% |
| All | +54.8% | +204.7% | -149.9% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling