+2,595.4%
WELL vs AGI
+4,227.8%
-1,632.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.8% |
| 7D | +0.1% | -7.5% | +7.6% | +0.5% |
| 30D | +6.8% | -9.9% | +16.7% | +7.2% |
| 3M | +6.7% | -14.2% | +20.9% | +7.3% |
| 6M | +13.8% | -35.2% | +49.0% | +15.6% |
| YTD | +33.8% | -25.2% | +59.1% | +34.6% |
| 1Y | +29.6% | -14.3% | +44.0% | +29.5% |
| 3Y | +203.1% | +127.7% | +75.4% | +188.5% |
| 5Y | +223.8% | +243.4% | -19.6% | +201.5% |
| 10Y | +462.8% | +384.1% | +78.6% | +406.2% |
| All | +2,595.4% | +4,227.8% | -1,632.4% | +2,041.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling