+18,665.9%
WELL vs AA
+295.2%
+18,370.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | +0.1% | -1.7% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -0.1% | +5.0% | -5.1% | -1.2% |
| 3M | +18.0% | -35.8% | +53.9% | +26.5% |
| 6M | +15.0% | -18.4% | +33.4% | +16.9% |
| YTD | +28.6% | -5.5% | +34.1% | +26.4% |
| 1Y | +42.9% | +61.0% | -18.0% | +25.8% |
| 3Y | +203.0% | +66.2% | +136.8% | +150.5% |
| 5Y | +206.9% | +11.4% | +195.5% | +156.4% |
| 10Y | +339.5% | +116.9% | +222.6% | +171.3% |
| All | +18,665.9% | +295.2% | +18,370.7% | +9,815.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling