+471.8%
WELL vs SUI
+117.1%
+354.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.7% |
| 7D | +2.7% | +3.4% | -0.7% | +0.3% |
| 30D | +9.8% | +4.6% | +5.2% | +6.3% |
| 3M | +5.8% | +1.6% | +4.2% | +4.1% |
| 6M | +16.2% | -3.5% | +19.7% | +18.2% |
| YTD | +34.9% | -1.0% | +35.9% | +34.2% |
| 1Y | +31.0% | -1.7% | +32.8% | +31.0% |
| 3Y | +205.4% | +18.4% | +187.1% | +153.6% |
| 5Y | +220.8% | -26.3% | +247.2% | +278.2% |
| 10Y | +471.8% | +123.3% | +348.5% | +167.9% |
| All | +471.8% | +117.1% | +354.7% | +167.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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