+228.3%
WELL vs AFRM
-58.9%
+287.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.3% |
| 7D | +0.1% | -10.3% | +10.3% | +0.6% |
| 30D | +7.8% | -13.7% | +21.5% | +8.5% |
| 3M | +10.2% | -11.6% | +21.8% | +10.7% |
| 6M | +16.4% | +2.1% | +14.3% | +15.7% |
| YTD | +35.2% | -8.9% | +44.0% | +34.7% |
| 1Y | +30.5% | -9.7% | +40.2% | +29.9% |
| 3Y | +206.1% | +202.5% | +3.6% | +169.5% |
| 5Y | +228.3% | -55.3% | +283.6% | +212.4% |
| All | +228.3% | -58.9% | +287.2% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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