+19,605.1%
WELL vs USB
+8,296.0%
+11,309.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.2% |
| 7D | +9.2% | +2.4% | +6.8% | +8.3% |
| 30D | +10.6% | +6.6% | +4.1% | +8.2% |
| 3M | +7.5% | -4.1% | +11.6% | +8.9% |
| 6M | +15.0% | +12.5% | +2.6% | +10.1% |
| YTD | +35.0% | +17.6% | +17.4% | +26.7% |
| 1Y | +36.5% | +36.5% | 0.0% | +21.5% |
| 3Y | +197.3% | +95.4% | +101.9% | +127.4% |
| 5Y | +247.4% | +26.1% | +221.2% | +201.3% |
| 10Y | +436.3% | +101.3% | +335.0% | +292.0% |
| All | +19,605.1% | +8,296.0% | +11,309.1% | +9,047.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling