+192.9%
WELL vs AS
+133.7%
+59.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | -0.9% |
| 7D | +5.3% | +7.1% | -1.9% | +4.9% |
| 30D | +8.7% | +12.8% | -4.1% | +8.1% |
| 3M | +3.8% | -14.7% | +18.6% | +4.5% |
| 6M | +15.4% | -9.9% | +25.3% | +15.7% |
| YTD | +33.7% | -16.1% | +49.8% | +34.2% |
| 1Y | +33.6% | +0.2% | +33.5% | +33.1% |
| All | +192.9% | +133.7% | +59.1% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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