+4,687.3%
WELL vs URI
+7,377.6%
-2,690.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.1% | +6.1% | +0.3% |
| 7D | +5.3% | -12.9% | +18.2% | +7.9% |
| 30D | +8.7% | -3.4% | +12.1% | +9.2% |
| 3M | +3.8% | -10.0% | +13.9% | +5.5% |
| 6M | +15.4% | +12.2% | +3.2% | +12.0% |
| YTD | +33.7% | +29.8% | +3.9% | +24.9% |
| 1Y | +33.6% | +24.6% | +9.0% | +25.7% |
| 3Y | +194.2% | +137.6% | +56.6% | +138.0% |
| 5Y | +227.0% | +176.6% | +50.4% | +152.1% |
| 10Y | +430.7% | +1,402.6% | -971.8% | +188.4% |
| All | +4,687.3% | +7,377.6% | -2,690.3% | +1,307.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling