+209.7%
WELL vs URI
+113.1%
+96.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.2% |
| 7D | -0.8% | -2.0% | +1.2% | -0.7% |
| 30D | -0.1% | -12.9% | +12.9% | +0.9% |
| 3M | +18.0% | -6.7% | +24.8% | +18.4% |
| 6M | +15.0% | +19.0% | -4.0% | +12.7% |
| YTD | +28.6% | +25.5% | +3.1% | +25.1% |
| 1Y | +42.9% | +5.5% | +37.4% | +41.1% |
| All | +209.7% | +113.1% | +96.6% | +168.5% |
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