+205.4%
WELL vs URI
+155.7%
+49.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.2% |
| 7D | +2.7% | -6.0% | +8.7% | +3.0% |
| 30D | +9.8% | +4.6% | +5.2% | +9.4% |
| 3M | +5.8% | -2.7% | +8.5% | +5.8% |
| 6M | +16.2% | +18.4% | -2.2% | +14.6% |
| YTD | +34.9% | +37.4% | -2.5% | +30.9% |
| 1Y | +31.0% | +30.4% | +0.7% | +27.6% |
| 3Y | +205.4% | +147.9% | +57.5% | +173.3% |
| All | +205.4% | +155.7% | +49.7% | +173.3% |
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