+331.1%
WELL vs AR
+47.7%
+283.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -2.0% |
| 7D | -0.8% | +2.5% | -3.3% | -1.1% |
| 30D | -0.1% | +14.8% | -14.9% | -1.7% |
| 3M | +18.0% | +6.2% | +11.8% | +17.0% |
| 6M | +15.0% | +4.3% | +10.7% | +14.0% |
| YTD | +28.6% | +14.4% | +14.2% | +25.9% |
| 1Y | +42.9% | +21.3% | +21.6% | +38.6% |
| 3Y | +203.0% | +39.8% | +163.2% | +183.8% |
| 5Y | +206.9% | +142.1% | +64.8% | +161.9% |
| All | +331.1% | +47.7% | +283.4% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling