+30.9%
WELL vs ACWI
+12.9%
+18.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.7% | +1.0% |
| 7D | +3.5% | +0.3% | +3.2% | +3.5% |
| 30D | +9.7% | -2.8% | +12.5% | +9.6% |
| 3M | +4.8% | -3.2% | +7.9% | +4.7% |
| 6M | +16.1% | +1.3% | +14.8% | +15.7% |
| YTD | +34.7% | +11.2% | +23.5% | +30.5% |
| All | +30.9% | +12.9% | +18.0% | +26.7% |
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