+225.8%
WELL vs ACI
-43.3%
+269.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.3% |
| 7D | +4.4% | -2.2% | +6.7% | +4.7% |
| 30D | +10.8% | +10.3% | +0.5% | +9.4% |
| 3M | +4.2% | +7.2% | -3.0% | +3.1% |
| 6M | +14.0% | -18.0% | +32.0% | +16.5% |
| YTD | +33.4% | -22.0% | +55.4% | +37.0% |
| 1Y | +32.4% | -23.4% | +55.8% | +36.3% |
| 3Y | +194.7% | -35.8% | +230.6% | +211.2% |
| All | +225.8% | -43.3% | +269.2% | +237.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling