+443.3%
WELL vs AA
+44.7%
+398.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.8% |
| 7D | +0.1% | +5.3% | -5.1% | -0.7% |
| 30D | +6.8% | -2.3% | +9.0% | +7.0% |
| 3M | +6.7% | -20.8% | +27.6% | +10.1% |
| 6M | +13.8% | -39.8% | +53.6% | +21.1% |
| YTD | +33.8% | -23.3% | +57.1% | +35.4% |
| 1Y | +29.6% | +1.8% | +27.8% | +24.7% |
| 3Y | +203.1% | +69.5% | +133.6% | +151.0% |
| 5Y | +223.8% | -18.0% | +241.8% | +189.8% |
| All | +443.3% | +44.7% | +398.7% | +183.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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