+227.0%
WELL vs USB
+22.2%
+204.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.5% |
| 7D | +5.3% | -1.5% | +6.7% | +5.6% |
| 30D | +8.7% | +4.3% | +4.4% | +7.6% |
| 3M | +3.8% | -6.1% | +9.9% | +5.4% |
| 6M | +15.4% | +9.4% | +6.0% | +12.6% |
| YTD | +33.7% | +15.2% | +18.5% | +28.3% |
| 1Y | +33.6% | +32.8% | +0.9% | +23.4% |
| 3Y | +194.2% | +91.3% | +102.9% | +137.1% |
| 5Y | +227.0% | +22.7% | +204.4% | +204.6% |
| All | +227.0% | +22.2% | +204.8% | +204.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling