+211.0%
WELL vs WU
-51.1%
+262.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.9% |
| 7D | -1.3% | -0.8% | -0.5% | -1.2% |
| 30D | +0.5% | -1.1% | +1.6% | +0.7% |
| 3M | +19.1% | -1.8% | +20.9% | +18.7% |
| 6M | +17.0% | -23.9% | +40.9% | +21.8% |
| YTD | +29.2% | -20.4% | +49.6% | +33.0% |
| 1Y | +42.1% | -10.6% | +52.7% | +41.9% |
| 3Y | +204.5% | -27.7% | +232.3% | +215.4% |
| 5Y | +211.0% | -51.1% | +262.1% | +245.1% |
| All | +211.0% | -51.1% | +262.1% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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