+212.9%
WELL vs ACWI
+67.7%
+145.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -0.8% | +0.5% | -1.3% | -1.1% |
| 30D | -0.1% | +0.9% | -0.9% | -0.6% |
| 3M | +18.0% | +2.4% | +15.6% | +16.1% |
| 6M | +15.0% | +12.4% | +2.6% | +6.9% |
| YTD | +28.6% | +15.2% | +13.4% | +17.6% |
| 1Y | +42.9% | +22.7% | +20.2% | +25.4% |
| 3Y | +203.0% | +75.8% | +127.2% | +104.7% |
| All | +212.9% | +67.7% | +145.2% | +112.9% |
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 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