+206.8%
WELL vs AGI
+406.3%
-199.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | -1.1% | +2.2% | -3.3% | -1.4% |
| 30D | +0.7% | +11.3% | -10.5% | -0.5% |
| 3M | +14.5% | +5.6% | +8.9% | +13.3% |
| 6M | +14.4% | -27.7% | +42.1% | +18.0% |
| YTD | +28.5% | -4.1% | +32.5% | +26.8% |
| 1Y | +41.8% | +13.8% | +28.0% | +35.4% |
| 3Y | +202.8% | +217.0% | -14.2% | +142.5% |
| All | +206.8% | +406.3% | -199.6% | +128.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling