+349.8%
WELL vs AU
+699.0%
-349.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | -0.2% | -4.3% | +4.0% | 0.0% |
| 30D | +2.3% | +7.3% | -5.0% | +1.8% |
| 3M | +12.3% | +26.3% | -14.1% | +10.4% |
| 6M | +15.6% | +1.8% | +13.8% | +14.8% |
| YTD | +28.3% | +26.8% | +1.5% | +25.3% |
| 1Y | +41.9% | +66.7% | -24.8% | +35.7% |
| 3Y | +198.3% | +579.1% | -380.7% | +158.3% |
| 5Y | +206.4% | +689.3% | -482.9% | +160.4% |
| All | +349.8% | +699.0% | -349.2% | +289.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling