+9,339.3%
UNP vs WELL
+19,534.7%
-10,195.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -4.6% | +4.4% | -9.0% | -5.9% |
| 30D | +5.6% | +10.8% | -5.2% | +2.2% |
| 3M | -1.3% | +4.2% | -5.5% | -2.8% |
| 6M | +9.2% | +14.0% | -4.8% | +4.4% |
| YTD | +27.3% | +33.4% | -6.1% | +15.6% |
| 1Y | +35.9% | +32.4% | +3.5% | +23.5% |
| 3Y | +45.5% | +194.7% | -149.3% | +1.3% |
| 5Y | +36.0% | +226.5% | -190.5% | -9.5% |
| 10Y | +307.2% | +429.8% | -122.6% | +113.4% |
| All | +9,339.3% | +19,534.7% | -10,195.4% | +2,603.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling