+212.9%
WELL vs AG
+64.2%
+148.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.9% |
| 7D | -0.8% | +1.0% | -1.8% | -0.9% |
| 30D | -0.1% | +19.2% | -19.3% | -1.1% |
| 3M | +18.0% | +6.2% | +11.9% | +17.3% |
| 6M | +15.0% | -26.7% | +41.7% | +16.5% |
| YTD | +28.6% | +26.1% | +2.5% | +24.7% |
| 1Y | +42.9% | +131.7% | -88.7% | +30.9% |
| 3Y | +203.0% | +255.3% | -52.3% | +159.7% |
| All | +212.9% | +64.2% | +148.7% | +189.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling