+225.8%
WELL vs URI
+166.6%
+59.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | +4.4% | -9.8% | +14.2% | +6.0% |
| 30D | +10.8% | +1.7% | +9.1% | +10.3% |
| 3M | +4.2% | -9.1% | +13.3% | +5.4% |
| 6M | +14.0% | +9.9% | +4.1% | +11.5% |
| YTD | +33.4% | +31.2% | +2.2% | +25.4% |
| 1Y | +32.4% | +25.9% | +6.5% | +25.2% |
| 3Y | +194.7% | +147.4% | +47.4% | +126.8% |
| All | +225.8% | +166.6% | +59.3% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling