+349.8%
WELL vs AFL
+303.3%
+46.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.5% |
| 7D | -0.2% | -1.6% | +1.4% | +0.8% |
| 30D | +2.3% | -4.0% | +6.4% | +4.8% |
| 3M | +12.3% | -0.5% | +12.8% | +12.4% |
| 6M | +15.6% | +6.5% | +9.1% | +10.7% |
| YTD | +28.3% | +6.2% | +22.1% | +22.9% |
| 1Y | +41.9% | +8.3% | +33.6% | +34.0% |
| 3Y | +198.3% | +62.5% | +135.8% | +110.6% |
| 5Y | +206.4% | +136.2% | +70.3% | +62.1% |
| All | +349.8% | +303.3% | +46.5% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 10y: compounded portfolio wealth divided by compounded AFL 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…
10y analysis · Full analysis span regression · 6 months rolling