+208.8%
WELL vs AON
+9.3%
+199.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.3% |
| 7D | -1.1% | -7.9% | +6.8% | +0.9% |
| 30D | +0.7% | -14.6% | +15.4% | +4.7% |
| 3M | +14.5% | -7.9% | +22.4% | +16.6% |
| 6M | +14.4% | -8.0% | +22.4% | +16.2% |
| YTD | +28.5% | -13.2% | +41.7% | +32.3% |
| 1Y | +41.8% | -16.4% | +58.2% | +47.6% |
| 3Y | +202.8% | -6.7% | +209.5% | +203.4% |
| 5Y | +208.8% | +8.0% | +200.8% | +190.2% |
| All | +208.8% | +9.3% | +199.5% | +190.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling