+442.3%
WELL vs SPXU
-99.5%
+541.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | +0.1% |
| 7D | +0.1% | -7.6% | +7.7% | -1.9% |
| 30D | +5.7% | +5.3% | +0.3% | +7.5% |
| 3M | +4.6% | +9.6% | -5.0% | +7.8% |
| 6M | +11.9% | -4.5% | +16.4% | +11.2% |
| YTD | +33.6% | -25.9% | +59.5% | +24.7% |
| 1Y | +29.8% | -28.9% | +58.6% | +19.9% |
| 3Y | +202.2% | -80.5% | +282.6% | +101.4% |
| 5Y | +223.2% | -83.4% | +306.6% | +134.7% |
| All | +442.3% | -99.5% | +541.8% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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