+102.2%
USO vs WELL
+37.3%
+64.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.8% | -10.9% | -7.8% |
| 7D | -12.7% | +9.2% | -21.9% | -12.2% |
| 30D | +1.0% | +10.6% | -9.6% | +1.8% |
| 3M | +25.6% | +7.5% | +18.1% | +26.3% |
| 6M | -1.5% | +15.0% | -16.5% | +1.3% |
| YTD | +110.3% | +35.0% | +75.2% | +108.5% |
| 1Y | +102.2% | +36.5% | +65.7% | +97.5% |
| All | +102.2% | +37.3% | +64.9% | +97.5% |
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