+1,366.9%
WELL vs AG
+294.5%
+1,072.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.3% |
| 7D | +4.4% | +6.3% | -1.9% | +3.9% |
| 30D | +10.8% | -8.9% | +19.8% | +11.4% |
| 3M | +4.2% | -12.2% | +16.4% | +4.8% |
| 6M | +14.0% | -28.3% | +42.3% | +15.8% |
| YTD | +33.4% | -8.8% | +42.2% | +31.5% |
| 1Y | +32.4% | +39.4% | -6.9% | +25.7% |
| 3Y | +194.7% | +229.4% | -34.7% | +152.5% |
| 5Y | +226.5% | +14.5% | +211.9% | +198.1% |
| 10Y | +429.8% | +82.7% | +347.1% | +338.2% |
| All | +1,366.9% | +294.5% | +1,072.4% | +749.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling