+1,097.9%
WELL vs ACWI
+354.7%
+743.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.9% |
| 7D | -1.3% | +1.1% | -2.4% | -2.2% |
| 30D | +0.5% | -0.2% | +0.7% | +0.7% |
| 3M | +19.1% | +4.7% | +14.4% | +13.7% |
| 6M | +17.0% | +14.5% | +2.5% | +2.6% |
| YTD | +29.2% | +14.6% | +14.6% | +13.0% |
| 1Y | +42.1% | +21.4% | +20.7% | +17.7% |
| 3Y | +204.5% | +77.6% | +126.9% | +74.8% |
| 5Y | +211.0% | +68.1% | +142.9% | +85.3% |
| 10Y | +337.6% | +226.1% | +111.5% | +46.0% |
| All | +1,097.9% | +354.7% | +743.2% | +154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling