+7,821.7%
WELL vs SUI
+4,037.5%
+3,784.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.9% |
| 7D | -0.8% | -2.8% | +2.0% | +0.8% |
| 30D | -0.1% | -1.2% | +1.1% | +0.5% |
| 3M | +18.0% | -1.7% | +19.8% | +19.0% |
| 6M | +15.0% | -10.5% | +25.5% | +22.1% |
| YTD | +28.6% | -1.8% | +30.4% | +29.3% |
| 1Y | +42.9% | -4.1% | +47.0% | +45.3% |
| 3Y | +203.0% | +11.3% | +191.8% | +174.1% |
| 5Y | +206.9% | -32.1% | +239.0% | +263.8% |
| 10Y | +339.5% | +110.4% | +229.0% | +186.9% |
| All | +7,821.7% | +4,037.5% | +3,784.2% | +1,710.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling