+2,262.2%
WELL vs AGG
+97.9%
+2,164.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.3% | +0.1% | -1.5% | -1.4% |
| 30D | +0.5% | -0.4% | +0.9% | +0.7% |
| 3M | +19.1% | -0.3% | +19.3% | +19.2% |
| 6M | +17.0% | -1.2% | +18.2% | +17.6% |
| YTD | +29.2% | -0.4% | +29.6% | +29.4% |
| 1Y | +42.1% | +0.4% | +41.8% | +41.9% |
| 3Y | +204.5% | +13.4% | +191.1% | +190.3% |
| 5Y | +211.0% | -1.4% | +212.4% | +205.8% |
| 10Y | +337.6% | +14.8% | +322.8% | +335.0% |
| All | +2,262.2% | +97.9% | +2,164.4% | +2,738.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling