+202.2%
WELL vs URI
+153.1%
+49.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.1% |
| 7D | +0.1% | +6.7% | -6.6% | -0.3% |
| 30D | +5.7% | +8.9% | -3.2% | +5.0% |
| 3M | +4.6% | +0.5% | +4.1% | +4.5% |
| 6M | +11.9% | +20.7% | -8.8% | +10.1% |
| YTD | +33.6% | +40.0% | -6.5% | +29.5% |
| 1Y | +29.8% | +34.4% | -4.6% | +26.1% |
| 3Y | +202.2% | +149.5% | +52.7% | +170.0% |
| All | +202.2% | +153.1% | +49.0% | +170.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling