+209.7%
WELL vs USB
+95.2%
+114.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -0.8% | +1.4% | -2.2% | -1.0% |
| 30D | -0.1% | -1.3% | +1.2% | +0.1% |
| 3M | +18.0% | +15.2% | +2.8% | +15.2% |
| 6M | +15.0% | +18.8% | -3.8% | +11.6% |
| YTD | +28.6% | +21.0% | +7.6% | +24.1% |
| 1Y | +42.9% | +34.0% | +8.9% | +35.0% |
| All | +209.7% | +95.2% | +114.5% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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