+102.1%
USO vs WELL
+201.0%
-98.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +11.5% | -2.2% | +13.7% | +11.3% |
| 30D | +24.1% | +4.7% | +19.4% | +24.6% |
| 3M | +17.9% | +11.9% | +6.0% | +19.5% |
| 6M | +49.6% | +14.3% | +35.3% | +52.0% |
| YTD | +129.0% | +28.4% | +100.6% | +134.0% |
| 1Y | +112.0% | +42.3% | +69.7% | +119.0% |
| All | +102.1% | +201.0% | -98.9% | +145.9% |
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