+206.5%
WELL vs AR
+42.3%
+164.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.9% | +1.2% |
| 7D | +3.0% | -5.8% | +8.8% | +3.3% |
| 30D | +10.2% | +4.8% | +5.4% | +9.8% |
| 3M | +6.1% | +1.5% | +4.6% | +5.8% |
| 6M | +16.6% | +4.7% | +11.9% | +15.9% |
| YTD | +35.3% | +9.2% | +26.1% | +33.5% |
| 1Y | +31.5% | +11.2% | +20.3% | +29.4% |
| 3Y | +206.5% | +46.2% | +160.2% | +187.9% |
| All | +206.5% | +42.3% | +164.2% | +187.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling