+481.5%
WELL vs ACI
+29.9%
+451.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.1% |
| 7D | +4.4% | -2.2% | +6.7% | +4.6% |
| 30D | +10.8% | +10.3% | +0.5% | +10.0% |
| 3M | +4.2% | +7.2% | -3.0% | +3.6% |
| 6M | +14.0% | -18.0% | +32.0% | +15.3% |
| YTD | +33.4% | -22.0% | +55.4% | +35.3% |
| 1Y | +32.4% | -23.4% | +55.8% | +34.5% |
| 3Y | +194.7% | -35.8% | +230.6% | +202.7% |
| 5Y | +226.5% | -43.7% | +270.1% | +232.3% |
| All | +481.5% | +29.9% | +451.6% | +536.3% |
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