-68.6%
AAL vs WELL
+463.2%
-531.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +11.7% | +5.7% | +6.0% | +8.9% |
| 3M | -12.5% | +4.6% | -17.2% | -14.6% |
| 6M | +3.6% | +11.9% | -8.2% | -2.5% |
| YTD | -14.1% | +33.6% | -47.7% | -25.9% |
| 1Y | +0.8% | +29.8% | -29.0% | -12.0% |
| 3Y | +11.8% | +202.2% | -190.4% | -37.1% |
| 5Y | -35.1% | +223.2% | -258.3% | -65.2% |
| All | -68.6% | +463.2% | -531.7% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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