+349.8%
WELL vs AZO
+296.8%
+52.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -0.2% | -3.6% | +3.3% | +1.0% |
| 30D | +2.3% | -5.6% | +7.9% | +4.2% |
| 3M | +12.3% | -6.6% | +18.9% | +14.5% |
| 6M | +15.6% | -22.5% | +38.1% | +25.2% |
| YTD | +28.3% | -15.2% | +43.5% | +33.8% |
| 1Y | +41.9% | -33.9% | +75.9% | +61.8% |
| 3Y | +198.3% | +11.8% | +186.5% | +174.5% |
| 5Y | +206.4% | +85.5% | +120.9% | +120.6% |
| All | +349.8% | +296.8% | +52.9% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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