+31.0%
WELL vs ACWI
+12.3%
+18.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +2.7% | -0.2% | +2.9% | +2.7% |
| 30D | +9.8% | -3.3% | +13.1% | +9.7% |
| 3M | +5.8% | -3.4% | +9.2% | +5.6% |
| 6M | +16.2% | +0.8% | +15.4% | +15.9% |
| YTD | +34.9% | +10.7% | +24.2% | +30.7% |
| 1Y | +31.0% | +11.6% | +19.4% | +26.9% |
| All | +31.0% | +12.3% | +18.7% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling