+228.3%
WELL vs SUI
-27.1%
+255.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | +0.1% | -2.4% | +2.5% | +1.3% |
| 30D | +7.8% | +3.3% | +4.4% | +6.0% |
| 3M | +10.2% | +0.7% | +9.6% | +9.6% |
| 6M | +16.4% | -4.1% | +20.5% | +18.3% |
| YTD | +35.2% | -1.8% | +37.0% | +35.5% |
| 1Y | +30.5% | -4.1% | +34.5% | +32.3% |
| 3Y | +206.1% | +17.4% | +188.7% | +171.3% |
| 5Y | +228.3% | -27.0% | +255.3% | +273.6% |
| All | +228.3% | -27.1% | +255.4% | +273.6% |
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