+91.4%
USO vs WELL
+42.4%
+48.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.2% |
| 7D | +9.5% | -0.8% | +10.3% | +9.4% |
| 30D | +23.6% | -0.1% | +23.7% | +23.6% |
| 3M | +3.8% | +18.0% | -14.2% | +6.0% |
| 6M | +55.0% | +15.0% | +40.0% | +58.1% |
| YTD | +105.3% | +28.6% | +76.7% | +104.0% |
| 1Y | +91.4% | +42.9% | +48.5% | +89.4% |
| All | +91.4% | +42.4% | +48.9% | +89.4% |
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