+100.7%
USO vs WELL
+41.8%
+59.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | +6.2% | -1.1% | +7.4% | +6.2% |
| 30D | +19.1% | +0.7% | +18.4% | +19.2% |
| 3M | +14.2% | +14.5% | -0.3% | +16.2% |
| 6M | +43.7% | +14.4% | +29.3% | +46.4% |
| YTD | +116.8% | +28.5% | +88.4% | +115.3% |
| All | +100.7% | +41.8% | +59.0% | +98.8% |
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 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