+1,442.9%
WELL vs WU
-22.0%
+1,464.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +1.0% |
| 7D | +0.1% | +2.1% | -2.0% | -0.8% |
| 30D | +7.8% | +10.1% | -2.4% | +3.8% |
| 3M | +10.2% | -1.1% | +11.4% | +10.1% |
| 6M | +16.4% | -19.8% | +36.2% | +23.7% |
| YTD | +35.2% | -20.8% | +55.9% | +43.0% |
| 1Y | +30.5% | -15.1% | +45.6% | +33.9% |
| 3Y | +206.1% | -23.2% | +229.3% | +215.7% |
| 5Y | +228.3% | -42.6% | +270.9% | +270.6% |
| 10Y | +468.3% | -38.9% | +507.2% | +517.1% |
| All | +1,442.9% | -22.0% | +1,464.9% | +1,169.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling