+228.3%
WELL vs ACWI
+61.3%
+166.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.7% |
| 7D | +0.1% | -0.7% | +0.7% | +0.4% |
| 30D | +7.8% | -2.0% | +9.8% | +8.8% |
| 3M | +10.2% | -2.2% | +12.4% | +11.3% |
| 6M | +16.4% | +1.9% | +14.5% | +14.4% |
| YTD | +35.2% | +12.0% | +23.2% | +25.1% |
| 1Y | +30.5% | +12.5% | +17.9% | +20.3% |
| 3Y | +206.1% | +75.4% | +130.7% | +104.1% |
| 5Y | +228.3% | +61.5% | +166.8% | +135.0% |
| All | +228.3% | +61.3% | +166.9% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling