+42.1%
WELL vs ALC
-12.7%
+54.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.4% | +0.6% |
| 7D | -1.3% | -3.7% | +2.3% | -1.0% |
| 30D | +0.5% | -3.7% | +4.3% | +0.7% |
| 3M | +19.1% | +4.6% | +14.5% | +18.2% |
| 6M | +17.0% | -14.6% | +31.6% | +16.9% |
| YTD | +29.2% | -11.9% | +41.1% | +28.8% |
| 1Y | +42.1% | -13.1% | +55.3% | +39.8% |
| All | +42.1% | -12.7% | +54.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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