+42.9%
WELL vs AU
+100.5%
-57.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.3% | -2.0% |
| 7D | -0.8% | -3.6% | +2.8% | -0.7% |
| 30D | -0.1% | +23.9% | -24.0% | -0.4% |
| 3M | +18.0% | +19.1% | -1.1% | +17.8% |
| 6M | +15.0% | -0.2% | +15.2% | +14.5% |
| YTD | +28.6% | +32.5% | -3.8% | +28.4% |
| 1Y | +42.9% | +96.9% | -54.0% | +37.7% |
| All | +42.9% | +100.5% | -57.6% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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