+463.1%
WELL vs ACI
+21.8%
+441.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.7% | +0.7% |
| 7D | -1.3% | -2.6% | +1.2% | -1.1% |
| 30D | +0.5% | +1.1% | -0.6% | +0.4% |
| 3M | +19.1% | -23.6% | +42.7% | +21.1% |
| 6M | +17.0% | -29.9% | +46.9% | +19.7% |
| YTD | +29.2% | -26.9% | +56.1% | +31.7% |
| 1Y | +42.1% | -34.2% | +76.4% | +45.9% |
| 3Y | +204.5% | -43.6% | +248.2% | +215.5% |
| 5Y | +211.0% | -42.4% | +253.4% | +219.7% |
| All | +463.1% | +21.8% | +441.3% | +519.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling