+18,751.7%
WELL vs SU
+60,758.6%
-42,006.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.5% |
| 7D | -1.3% | -1.0% | -0.4% | -1.3% |
| 30D | +0.5% | +13.7% | -13.2% | +0.5% |
| 3M | +19.1% | +8.0% | +11.0% | +19.1% |
| 6M | +17.0% | +21.0% | -4.0% | +16.9% |
| YTD | +29.2% | +56.2% | -27.0% | +29.1% |
| 1Y | +42.1% | +72.2% | -30.1% | +42.1% |
| 3Y | +204.5% | +118.1% | +86.5% | +204.3% |
| 5Y | +211.0% | +350.3% | -139.3% | +210.5% |
| 10Y | +337.6% | +248.5% | +89.1% | +337.0% |
| All | +18,751.7% | +60,758.6% | -42,006.9% | +18,842.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling