+225.8%
WELL vs USB
+21.6%
+204.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +4.4% | 0.0% | +4.4% | +4.4% |
| 30D | +10.8% | +5.8% | +5.0% | +9.3% |
| 3M | +4.2% | -6.0% | +10.2% | +5.7% |
| 6M | +14.0% | +7.8% | +6.2% | +11.7% |
| YTD | +33.4% | +14.6% | +18.8% | +28.2% |
| 1Y | +32.4% | +31.8% | +0.6% | +22.5% |
| 3Y | +194.7% | +91.5% | +103.2% | +137.4% |
| All | +225.8% | +21.6% | +204.3% | +204.2% |
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