+42.9%
WELL vs AON
-13.5%
+56.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.9% |
| 7D | -0.8% | -9.1% | +8.3% | 0.0% |
| 30D | -0.1% | -10.2% | +10.2% | +0.8% |
| 3M | +18.0% | +0.5% | +17.5% | +18.5% |
| 6M | +15.0% | -4.8% | +19.8% | +16.1% |
| YTD | +28.6% | -8.0% | +36.6% | +30.5% |
| 1Y | +42.9% | -13.1% | +56.0% | +48.0% |
| All | +42.9% | -13.5% | +56.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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