+349.8%
WELL vs AGG
+14.2%
+335.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | +0.1% |
| 7D | -0.2% | -1.1% | +0.8% | +1.3% |
| 30D | +2.3% | -1.1% | +3.5% | +4.0% |
| 3M | +12.3% | -1.9% | +14.2% | +15.4% |
| 6M | +15.6% | -1.7% | +17.3% | +18.4% |
| YTD | +28.3% | -1.3% | +29.6% | +30.6% |
| 1Y | +41.9% | -0.7% | +42.7% | +43.3% |
| 3Y | +198.3% | +12.5% | +185.9% | +148.9% |
| 5Y | +206.4% | -2.5% | +208.9% | +240.6% |
| All | +349.8% | +14.2% | +335.6% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 10y: compounded portfolio wealth divided by compounded AGG 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…
10y analysis · Full analysis span regression · 6 months rolling