+34.6%
UNP vs WELL
+41.6%
-7.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -1.7% | -1.1% | -0.6% | -1.4% |
| 30D | -2.1% | +0.7% | -2.9% | -2.4% |
| 3M | +5.4% | +14.5% | -9.1% | +1.3% |
| 6M | +13.4% | +14.4% | -1.0% | +8.3% |
| YTD | +25.0% | +28.5% | -3.5% | +16.6% |
| 1Y | +34.6% | +41.8% | -7.2% | +21.4% |
| All | +34.6% | +41.6% | -7.1% | +21.4% |
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 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