+4,581.7%
AZN vs WELL
+7,800.9%
-3,219.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.8% |
| 7D | -2.9% | -1.1% | -1.8% | -2.6% |
| 30D | -3.1% | +0.7% | -3.8% | -3.3% |
| 3M | -14.4% | +14.5% | -29.0% | -17.1% |
| 6M | -19.5% | +14.4% | -33.9% | -22.1% |
| YTD | -13.8% | +28.5% | -42.2% | -18.7% |
| 1Y | -2.4% | +41.8% | -44.1% | -10.0% |
| 3Y | +21.3% | +202.8% | -181.5% | -6.2% |
| 5Y | +53.6% | +208.8% | -155.2% | +16.8% |
| 10Y | +220.1% | +356.5% | -136.4% | +106.7% |
| All | +4,581.7% | +7,800.9% | -3,219.2% | +1,617.0% |
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