+19,391.6%
WELL vs AIG
-14.1%
+19,405.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | +0.1% | +6.6% | -6.5% | -1.0% |
| 30D | +5.7% | +7.0% | -1.4% | +4.4% |
| 3M | +4.6% | +9.7% | -5.1% | +2.9% |
| 6M | +11.9% | +10.8% | +1.1% | +9.8% |
| YTD | +33.6% | -1.3% | +34.9% | +33.5% |
| 1Y | +29.8% | +8.4% | +21.4% | +27.4% |
| 3Y | +202.2% | +39.0% | +163.2% | +182.5% |
| 5Y | +223.2% | +59.6% | +163.6% | +192.6% |
| 10Y | +461.7% | +68.4% | +393.3% | +389.8% |
| All | +19,391.6% | -14.1% | +19,405.7% | +14,809.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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