+29.6%
WELL vs AR
+10.2%
+19.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.9% |
| 7D | +0.1% | +6.4% | -6.3% | +0.4% |
| 30D | +6.8% | +3.1% | +3.7% | +6.8% |
| 3M | +6.7% | +3.3% | +3.5% | +6.8% |
| 6M | +13.8% | +6.6% | +7.3% | +13.9% |
| YTD | +33.8% | +12.3% | +21.5% | +33.0% |
| 1Y | +29.6% | +12.3% | +17.3% | +28.6% |
| All | +29.6% | +10.2% | +19.5% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling