+18,644.4%
WELL vs AJG
+11,335.6%
+7,308.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.4% |
| 7D | -1.1% | -7.4% | +6.3% | +1.3% |
| 30D | +0.7% | -3.0% | +3.7% | +1.6% |
| 3M | +14.5% | +12.8% | +1.7% | +9.6% |
| 6M | +14.4% | +12.8% | +1.6% | +8.9% |
| YTD | +28.5% | -4.7% | +33.2% | +28.6% |
| 1Y | +41.8% | -17.2% | +59.0% | +48.1% |
| 3Y | +202.8% | +10.2% | +192.6% | +185.1% |
| 5Y | +208.8% | +76.9% | +131.9% | +145.7% |
| 10Y | +356.5% | +480.5% | -124.0% | +158.4% |
| All | +18,644.4% | +11,335.6% | +7,308.8% | +6,416.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling