+349.8%
WELL vs SU
+267.2%
+82.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.2% | +2.2% | -2.5% | -0.9% |
| 30D | +2.3% | +8.4% | -6.1% | -0.1% |
| 3M | +12.3% | +12.1% | +0.2% | +8.3% |
| 6M | +15.6% | +19.7% | -4.1% | +8.6% |
| YTD | +28.3% | +58.4% | -30.1% | +10.7% |
| 1Y | +41.9% | +67.2% | -25.3% | +20.3% |
| 3Y | +198.3% | +125.0% | +73.3% | +123.8% |
| 5Y | +206.4% | +355.1% | -148.6% | +66.8% |
| All | +349.8% | +267.2% | +82.5% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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