+14,192.2%
WELL vs AZO
+42,241.4%
-28,049.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | +0.7% | -5.1% | +5.9% | +1.8% |
| 3M | +14.5% | -7.2% | +21.7% | +16.2% |
| 6M | +14.4% | -20.7% | +35.1% | +19.7% |
| YTD | +28.5% | -14.2% | +42.6% | +31.8% |
| 1Y | +41.8% | -32.2% | +73.9% | +52.8% |
| 3Y | +202.8% | +11.1% | +191.7% | +191.0% |
| 5Y | +208.8% | +87.6% | +121.2% | +161.8% |
| 10Y | +356.5% | +302.9% | +53.6% | +230.4% |
| All | +14,192.2% | +42,241.4% | -28,049.1% | +5,857.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling