+44.3%
UPS vs WELL
+475.0%
-430.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +17.9% | +7.8% | +10.2% | +16.2% |
| 3M | +9.4% | +10.2% | -0.8% | +7.3% |
| 6M | +16.2% | +16.4% | -0.2% | +12.6% |
| YTD | +18.8% | +35.2% | -16.4% | +11.7% |
| 1Y | +26.1% | +30.5% | -4.4% | +19.3% |
| 3Y | -4.5% | +206.1% | -210.5% | -24.6% |
| 5Y | -33.2% | +228.3% | -261.5% | -48.5% |
| 10Y | +44.3% | +468.3% | -424.0% | +2.1% |
| All | +44.3% | +475.0% | -430.7% | +2.1% |
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