+19,391.6%
WELL vs AON
+5,388.5%
+14,003.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.6% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | +5.7% | +23.2% | -17.5% | +0.2% |
| 3M | +4.6% | -5.0% | +9.6% | +5.6% |
| 6M | +11.9% | +9.3% | +2.5% | +8.8% |
| YTD | +33.6% | -3.4% | +37.0% | +33.3% |
| 1Y | +29.8% | -2.9% | +32.6% | +29.3% |
| 3Y | +202.2% | +3.6% | +198.5% | +193.7% |
| 5Y | +223.2% | +16.9% | +206.3% | +202.6% |
| 10Y | +461.7% | +234.4% | +227.3% | +310.6% |
| All | +19,391.6% | +5,388.5% | +14,003.1% | +9,913.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling