+1,368.1%
WELL vs WU
-19.6%
+1,387.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -0.8% | -0.8% | 0.0% | -0.5% |
| 30D | -0.1% | -1.1% | +1.0% | +0.2% |
| 3M | +18.0% | -3.9% | +21.9% | +17.9% |
| 6M | +15.0% | -20.7% | +35.7% | +22.8% |
| YTD | +28.6% | -18.4% | +47.0% | +35.1% |
| 1Y | +42.9% | -8.1% | +51.0% | +41.9% |
| 3Y | +203.0% | -24.2% | +227.2% | +214.7% |
| 5Y | +206.9% | -50.4% | +257.3% | +270.2% |
| 10Y | +339.5% | -40.0% | +379.5% | +383.2% |
| All | +1,368.1% | -19.6% | +1,387.7% | +1,099.9% |
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