+25.3%
UPS vs WELL
+41.6%
-16.3%
-19.9%
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% | -1.2% |
| 7D | -3.7% | -1.1% | -2.6% | -3.6% |
| 30D | -3.7% | +0.7% | -4.5% | -3.8% |
| 3M | -6.6% | +14.5% | -21.1% | -5.6% |
| 6M | +2.6% | +14.4% | -11.8% | +3.2% |
| YTD | +4.8% | +28.5% | -23.7% | +8.7% |
| 1Y | +25.3% | +41.8% | -16.5% | +29.7% |
| All | +25.3% | +41.6% | -16.3% | +29.7% |
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 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