+208.8%
WELL vs ACHR
-44.8%
+253.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.7% | +5.1% | -0.4% |
| 7D | -1.1% | -2.7% | +1.5% | -1.1% |
| 30D | +0.7% | -12.1% | +12.9% | +1.0% |
| 3M | +14.5% | +3.4% | +11.1% | +14.1% |
| 6M | +14.4% | -15.6% | +30.1% | +14.5% |
| YTD | +28.5% | -26.9% | +55.3% | +29.0% |
| 1Y | +41.8% | -34.8% | +76.5% | +42.4% |
| 3Y | +202.8% | -19.2% | +222.1% | +192.4% |
| 5Y | +208.8% | -43.8% | +252.6% | +180.1% |
| All | +208.8% | -44.8% | +253.6% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 5y: compounded portfolio wealth divided by compounded ACHR 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…
5y analysis · Full analysis span regression · 6 months rolling