+227.0%
WELL vs SUI
-25.7%
+252.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.4% |
| 7D | +5.3% | +8.8% | -3.5% | +1.0% |
| 30D | +8.7% | +8.9% | -0.2% | +4.3% |
| 3M | +3.8% | +2.0% | +1.8% | +2.6% |
| 6M | +15.4% | -0.6% | +16.0% | +15.3% |
| YTD | +33.7% | +1.3% | +32.3% | +32.0% |
| 1Y | +33.6% | +1.3% | +32.4% | +32.0% |
| 3Y | +194.2% | +16.3% | +177.9% | +163.1% |
| 5Y | +227.0% | -25.1% | +252.1% | +268.0% |
| All | +227.0% | -25.7% | +252.7% | +268.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling