+8,118.3%
WELL vs SUI
+4,109.4%
+4,008.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.7% |
| 7D | +4.4% | +6.2% | -1.8% | +0.8% |
| 30D | +10.8% | +8.6% | +2.2% | +5.6% |
| 3M | +4.2% | +1.0% | +3.2% | +3.3% |
| 6M | +14.0% | -2.6% | +16.6% | +15.1% |
| YTD | +33.4% | -0.1% | +33.6% | +32.5% |
| 1Y | +32.4% | +0.5% | +31.9% | +31.0% |
| 3Y | +194.7% | +15.3% | +179.5% | +161.5% |
| 5Y | +226.5% | -26.1% | +252.6% | +268.2% |
| 10Y | +429.8% | +117.8% | +312.0% | +238.6% |
| All | +8,118.3% | +4,109.4% | +4,008.8% | +1,755.3% |
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