-27.6%
AAL vs WELL
+1,676.5%
-1,704.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.1% |
| 7D | +4.6% | +4.4% | +0.2% | +1.6% |
| 30D | +2.6% | +10.8% | -8.2% | -4.8% |
| 3M | -17.8% | +4.2% | -22.0% | -20.7% |
| 6M | +1.9% | +14.0% | -12.1% | -8.7% |
| YTD | -14.0% | +33.4% | -47.4% | -31.5% |
| 1Y | +0.2% | +32.4% | -32.2% | -20.0% |
| 3Y | +13.0% | +194.7% | -181.7% | -51.7% |
| 5Y | -39.6% | +226.5% | -266.1% | -76.8% |
| 10Y | -65.7% | +429.8% | -495.5% | -92.8% |
| All | -27.6% | +1,676.5% | -1,704.0% | -95.2% |
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