+4,989.1%
WELL vs AU
+607.0%
+4,382.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | +0.1% | -7.2% | +7.3% | +0.7% |
| 30D | +5.7% | -2.9% | +8.5% | +5.8% |
| 3M | +4.6% | -8.7% | +13.3% | +5.1% |
| 6M | +11.9% | -14.1% | +26.0% | +12.4% |
| YTD | +33.6% | +4.8% | +28.8% | +31.2% |
| 1Y | +29.8% | +11.9% | +17.9% | +26.6% |
| 3Y | +202.2% | +513.8% | -311.7% | +151.1% |
| 5Y | +223.2% | +379.3% | -156.0% | +169.5% |
| 10Y | +461.7% | +837.1% | -375.4% | +318.8% |
| All | +4,989.1% | +607.0% | +4,382.1% | +3,510.0% |
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