+4,794.0%
WELL vs AU
+789.2%
+4,004.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -1.1% | +0.6% | -1.8% | -1.2% |
| 30D | +0.7% | +12.3% | -11.6% | -0.3% |
| 3M | +14.5% | +29.4% | -14.8% | +11.7% |
| 6M | +14.4% | +3.2% | +11.2% | +13.2% |
| YTD | +28.5% | +31.8% | -3.3% | +24.1% |
| 1Y | +41.8% | +83.4% | -41.6% | +32.6% |
| 3Y | +202.8% | +623.1% | -420.3% | +148.4% |
| 5Y | +208.8% | +700.5% | -491.7% | +147.4% |
| 10Y | +356.5% | +717.6% | -361.0% | +245.7% |
| All | +4,794.0% | +789.2% | +4,004.8% | +3,315.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling