+1,137.1%
WELL vs ACWI
+330.0%
+807.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | +4.4% | -2.4% | +6.8% | +6.6% |
| 30D | +10.8% | -5.2% | +16.0% | +15.8% |
| 3M | +4.2% | -4.8% | +9.0% | +8.5% |
| 6M | +14.0% | -1.3% | +15.3% | +14.0% |
| YTD | +33.4% | +8.4% | +25.0% | +22.1% |
| 1Y | +32.4% | +11.0% | +21.4% | +18.4% |
| 3Y | +194.7% | +70.6% | +124.2% | +74.6% |
| 5Y | +226.5% | +55.3% | +171.1% | +108.5% |
| 10Y | +429.8% | +223.2% | +206.7% | +77.6% |
| All | +1,137.1% | +330.0% | +807.1% | +175.6% |
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