-25.9%
UPS vs WELL
+204.7%
-230.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.8% |
| 7D | -2.1% | -1.3% | -0.8% | -2.0% |
| 30D | -2.3% | +0.5% | -2.8% | -2.4% |
| 3M | -5.2% | +19.1% | -24.3% | -6.5% |
| 6M | +1.4% | +17.0% | -15.6% | 0.0% |
| YTD | +6.1% | +29.2% | -23.1% | +3.7% |
| 1Y | +27.0% | +42.1% | -15.2% | +22.0% |
| 3Y | -25.9% | +204.5% | -230.5% | -43.8% |
| All | -25.9% | +204.7% | -230.7% | -43.8% |
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