+42.1%
WELL vs AG
+123.1%
-80.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.4% |
| 7D | -1.3% | +4.5% | -5.8% | -1.2% |
| 30D | +0.5% | +12.9% | -12.3% | +0.8% |
| 3M | +19.1% | +20.9% | -1.9% | +19.7% |
| 6M | +17.0% | -19.5% | +36.5% | +16.7% |
| YTD | +29.2% | +24.8% | +4.4% | +30.5% |
| 1Y | +42.1% | +120.2% | -78.1% | +41.2% |
| All | +42.1% | +123.1% | -80.9% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling