+9,093.2%
WELL vs ACGL
+4,853.1%
+4,240.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | +0.8% |
| 7D | +4.4% | +0.9% | +3.6% | +4.1% |
| 30D | +10.8% | +13.7% | -2.9% | +6.1% |
| 3M | +4.2% | +8.0% | -3.8% | +1.4% |
| 6M | +14.0% | +13.3% | +0.7% | +9.1% |
| YTD | +33.4% | +11.8% | +21.6% | +27.9% |
| 1Y | +32.4% | +22.2% | +10.2% | +23.1% |
| 3Y | +194.7% | +32.5% | +162.3% | +162.2% |
| 5Y | +226.5% | +160.2% | +66.3% | +125.5% |
| 10Y | +429.8% | +338.5% | +91.3% | +216.0% |
| All | +9,093.2% | +4,853.1% | +4,240.1% | +3,617.5% |
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