+36.5%
WELL vs USAR
-49.3%
+85.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.9% | +8.7% | +2.6% |
| 7D | +9.2% | -21.8% | +30.9% | +8.2% |
| 30D | +10.6% | -39.9% | +50.6% | +9.2% |
| 3M | +7.5% | -52.5% | +60.0% | +5.6% |
| 6M | +15.0% | -67.9% | +83.0% | +12.4% |
| YTD | +35.0% | -31.1% | +66.1% | +31.1% |
| 1Y | +36.5% | -49.8% | +86.3% | +32.0% |
| All | +36.5% | -49.3% | +85.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling