+36.5%
WELL vs AJG
+19.3%
+17.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.6% | +2.5% |
| 7D | +9.2% | +10.7% | -1.6% | +8.6% |
| 30D | +10.6% | +26.9% | -16.3% | +10.0% |
| 3M | +7.5% | +16.6% | -9.1% | +6.9% |
| 6M | +15.0% | +40.1% | -25.1% | +16.6% |
| YTD | +35.0% | +12.4% | +22.6% | +35.9% |
| 1Y | +36.5% | +15.9% | +20.6% | +39.5% |
| All | +36.5% | +19.3% | +17.2% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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