+204.5%
WELL vs SPXU
-80.6%
+285.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.6% |
| 7D | -1.3% | -1.5% | +0.2% | -1.5% |
| 30D | +0.5% | +3.7% | -3.2% | +0.9% |
| 3M | +19.1% | -9.6% | +28.6% | +17.9% |
| 6M | +17.0% | -32.4% | +49.3% | +11.7% |
| YTD | +29.2% | -28.7% | +57.9% | +24.4% |
| 1Y | +42.1% | -38.2% | +80.4% | +34.5% |
| 3Y | +204.5% | -80.4% | +285.0% | +127.0% |
| All | +204.5% | -80.6% | +285.1% | +127.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling