+460.6%
WELL vs ACI
+25.9%
+434.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | -0.1% | +5.9% | -6.0% | -0.5% |
| 3M | +18.0% | -19.8% | +37.8% | +19.6% |
| 6M | +15.0% | -24.7% | +39.7% | +17.0% |
| YTD | +28.6% | -24.4% | +53.0% | +30.8% |
| 1Y | +42.9% | -31.5% | +74.4% | +46.3% |
| 3Y | +203.0% | -38.7% | +241.7% | +212.3% |
| 5Y | +206.9% | -42.8% | +249.7% | +214.2% |
| All | +460.6% | +25.9% | +434.7% | +514.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling