+349.9%
WELL vs UUUU
+495.2%
-145.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.3% |
| 7D | -2.2% | -5.0% | +2.8% | -1.9% |
| 30D | +4.7% | -7.8% | +12.5% | +5.1% |
| 3M | +11.9% | -0.4% | +12.4% | +11.4% |
| 6M | +14.3% | -32.9% | +47.2% | +16.1% |
| YTD | +28.4% | -6.3% | +34.6% | +26.0% |
| 1Y | +42.3% | +7.9% | +34.4% | +36.2% |
| 3Y | +202.6% | +85.2% | +117.4% | +167.2% |
| 5Y | +206.5% | +97.0% | +109.6% | +158.4% |
| All | +349.9% | +495.2% | -145.3% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling