+159.6%
USO vs WELL
+221.0%
-61.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -5.2% | +5.7% | -10.9% | -5.6% |
| 3M | +16.4% | +4.6% | +11.8% | +16.0% |
| 6M | +2.5% | +11.9% | -9.4% | +1.8% |
| YTD | +110.5% | +33.6% | +76.9% | +105.1% |
| 1Y | +108.4% | +29.8% | +78.7% | +103.7% |
| 3Y | +99.6% | +202.2% | -102.5% | +74.9% |
| All | +159.6% | +221.0% | -61.4% | +129.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling