+443.3%
WELL vs AR
+57.2%
+386.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.1% |
| 7D | +0.1% | +6.4% | -6.3% | -0.5% |
| 30D | +6.8% | +3.1% | +3.7% | +6.3% |
| 3M | +6.7% | +3.3% | +3.5% | +6.1% |
| 6M | +13.8% | +6.6% | +7.3% | +12.5% |
| YTD | +33.8% | +12.3% | +21.5% | +31.0% |
| 1Y | +29.6% | +12.3% | +17.3% | +26.7% |
| 3Y | +203.1% | +50.4% | +152.6% | +181.3% |
| 5Y | +223.8% | +101.0% | +122.9% | +183.1% |
| All | +443.3% | +57.2% | +386.1% | +230.3% |
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