+421.0%
WELL vs AR
+44.3%
+376.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | +4.4% | -14.3% | +18.7% | +6.1% |
| 30D | +10.8% | +1.4% | +9.4% | +10.5% |
| 3M | +4.2% | +3.4% | +0.8% | +3.5% |
| 6M | +14.0% | -2.1% | +16.1% | +13.8% |
| YTD | +33.4% | +4.7% | +28.7% | +31.6% |
| 1Y | +32.4% | +10.6% | +21.8% | +29.6% |
| 3Y | +194.7% | +24.6% | +170.2% | +179.4% |
| 5Y | +226.5% | +71.9% | +154.6% | +190.1% |
| All | +421.0% | +44.3% | +376.7% | +218.5% |
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