+195.2%
WELL vs ACWI
+70.4%
+124.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +0.1% |
| 7D | +5.3% | -4.0% | +9.3% | +6.5% |
| 30D | +8.7% | -5.8% | +14.5% | +10.6% |
| 3M | +3.8% | -5.0% | +8.9% | +5.4% |
| 6M | +15.4% | +0.7% | +14.6% | +14.3% |
| YTD | +33.7% | +8.4% | +25.2% | +28.2% |
| 1Y | +33.6% | +10.1% | +23.5% | +27.3% |
| All | +195.2% | +70.4% | +124.8% | +99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling