+82.0%
USO vs WELL
+356.7%
-274.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +9.1% | -0.2% | +9.3% | +9.2% |
| 30D | +21.7% | +2.3% | +19.4% | +21.0% |
| 3M | +20.2% | +12.3% | +8.0% | +17.0% |
| 6M | +43.4% | +15.6% | +27.8% | +38.2% |
| YTD | +124.0% | +28.3% | +95.7% | +110.4% |
| 1Y | +112.2% | +41.9% | +70.3% | +94.4% |
| 3Y | +97.7% | +198.3% | -100.7% | +48.8% |
| 5Y | +217.4% | +206.4% | +11.0% | +134.1% |
| All | +82.0% | +356.7% | -274.8% | +26.2% |
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