-32.8%
AAL vs WELL
+207.3%
-240.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +2.0% |
| 7D | -3.7% | -0.8% | -2.9% | -3.5% |
| 30D | -20.8% | -0.1% | -20.7% | -20.9% |
| 3M | -1.3% | +18.0% | -19.3% | -8.0% |
| 6M | +5.4% | +15.0% | -9.6% | -0.9% |
| YTD | -14.4% | +28.6% | -43.0% | -23.1% |
| 1Y | +2.1% | +42.9% | -40.8% | -12.5% |
| 3Y | -10.6% | +203.0% | -213.6% | -48.2% |
| All | -32.8% | +207.3% | -240.1% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling