+42.3%
WELL vs AGI
+9.6%
+32.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.1% |
| 7D | -2.2% | -5.3% | +3.0% | -2.3% |
| 30D | +4.7% | +6.8% | -2.1% | +4.7% |
| 3M | +11.9% | +8.3% | +3.6% | +11.8% |
| 6M | +14.3% | -29.2% | +43.5% | +14.3% |
| YTD | +28.4% | -7.3% | +35.6% | +29.1% |
| 1Y | +42.3% | +8.0% | +34.3% | +40.0% |
| All | +42.3% | +9.6% | +32.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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