+1,186.6%
WELL vs UUUU
-92.0%
+1,278.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.1% |
| 7D | -0.8% | -1.4% | +0.6% | -0.7% |
| 30D | -0.1% | +16.3% | -16.4% | -0.8% |
| 3M | +18.0% | -16.7% | +34.7% | +18.5% |
| 6M | +15.0% | -33.7% | +48.7% | +16.2% |
| YTD | +28.6% | -0.5% | +29.1% | +27.0% |
| 1Y | +42.9% | +28.9% | +14.1% | +38.6% |
| 3Y | +203.0% | +99.9% | +103.2% | +182.8% |
| 5Y | +206.9% | +135.3% | +71.6% | +179.4% |
| 10Y | +339.5% | +518.4% | -178.9% | +267.2% |
| All | +1,186.6% | -92.0% | +1,278.6% | +926.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling