+455.3%
WELL vs URI
+1,313.6%
-858.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -5.9% | -0.9% |
| 7D | +3.5% | -4.0% | +7.5% | +4.4% |
| 30D | +9.7% | +6.8% | +2.9% | +7.4% |
| 3M | +4.8% | -2.8% | +7.6% | +5.0% |
| 6M | +16.1% | +20.9% | -4.8% | +8.8% |
| YTD | +34.7% | +40.2% | -5.5% | +19.1% |
| 1Y | +31.9% | +34.1% | -2.2% | +17.9% |
| 3Y | +209.9% | +164.1% | +45.7% | +111.8% |
| 5Y | +226.5% | +199.3% | +27.2% | +106.0% |
| 10Y | +455.3% | +1,218.8% | -763.6% | +123.1% |
| All | +455.3% | +1,313.6% | -858.4% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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