+9,108.9%
WELL vs ACGL
+5,005.0%
+4,104.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +5.3% | +6.4% | -1.1% | +3.1% |
| 30D | +8.7% | +16.6% | -7.9% | +3.2% |
| 3M | +3.8% | +11.6% | -7.7% | 0.0% |
| 6M | +15.4% | +17.5% | -2.1% | +9.1% |
| YTD | +33.7% | +15.3% | +18.4% | +26.9% |
| 1Y | +33.6% | +26.3% | +7.3% | +22.9% |
| 3Y | +194.2% | +35.9% | +158.3% | +159.5% |
| 5Y | +227.0% | +168.2% | +58.8% | +123.6% |
| 10Y | +430.7% | +352.0% | +78.8% | +213.3% |
| All | +9,108.9% | +5,005.0% | +4,104.0% | +3,586.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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