-27.8%
AAL vs WELL
+1,612.4%
-1,640.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +2.7% |
| 7D | -3.7% | -0.8% | -2.9% | -3.3% |
| 30D | -20.8% | -0.1% | -20.7% | -21.0% |
| 3M | -1.3% | +18.0% | -19.3% | -13.2% |
| 6M | +5.4% | +15.0% | -9.6% | -5.9% |
| YTD | -14.4% | +28.6% | -43.0% | -29.7% |
| 1Y | +2.1% | +42.9% | -40.8% | -22.9% |
| 3Y | -10.6% | +203.0% | -213.6% | -62.6% |
| 5Y | -32.2% | +206.9% | -239.1% | -72.8% |
| 10Y | -62.7% | +339.5% | -402.2% | -90.7% |
| All | -27.8% | +1,612.4% | -1,640.2% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling