+225.9%
WELL vs AFL
+149.6%
+76.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +0.1% | +2.9% | -2.7% | -1.0% |
| 30D | +5.7% | +8.0% | -2.3% | +2.4% |
| 3M | +4.6% | +5.9% | -1.3% | +2.1% |
| 6M | +11.9% | +11.6% | +0.2% | +6.8% |
| YTD | +33.6% | +17.5% | +16.1% | +24.7% |
| 1Y | +29.8% | +13.3% | +16.5% | +22.9% |
| 3Y | +202.2% | +67.0% | +135.1% | +141.9% |
| All | +225.9% | +149.6% | +76.3% | +103.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling