+201.1%
WELL vs AZO
+85.8%
+115.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -0.2% | -3.6% | +3.3% | +0.5% |
| 30D | +2.3% | -5.6% | +7.9% | +3.4% |
| 3M | +12.3% | -6.6% | +18.9% | +13.6% |
| 6M | +15.6% | -22.5% | +38.1% | +21.0% |
| YTD | +28.3% | -15.2% | +43.5% | +31.4% |
| 1Y | +41.9% | -33.9% | +75.9% | +53.4% |
| 3Y | +198.3% | +11.8% | +186.5% | +185.7% |
| All | +201.1% | +85.8% | +115.3% | +157.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling