+19,368.3%
WELL vs AA
+213.5%
+19,154.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.1% | -0.7% |
| 7D | +4.4% | +0.9% | +3.5% | +4.2% |
| 30D | +10.8% | -6.7% | +17.5% | +12.0% |
| 3M | +4.2% | -16.3% | +20.6% | +7.0% |
| 6M | +14.0% | -37.1% | +51.1% | +21.8% |
| YTD | +33.4% | -25.0% | +58.4% | +36.3% |
| 1Y | +32.4% | +8.6% | +23.8% | +25.6% |
| 3Y | +194.7% | +57.2% | +137.5% | +145.5% |
| 5Y | +226.5% | -13.0% | +239.5% | +186.7% |
| 10Y | +429.8% | +65.5% | +364.3% | +243.4% |
| All | +19,368.3% | +213.5% | +19,154.8% | +10,587.6% |
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