+423.4%
WELL vs JAAA
+29.4%
+394.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +2.3% | +0.5% | +1.8% | +1.7% |
| 3M | +12.3% | +1.3% | +11.0% | +10.7% |
| 6M | +15.6% | +2.8% | +12.8% | +12.1% |
| YTD | +28.3% | +3.3% | +25.1% | +23.8% |
| 1Y | +41.9% | +4.9% | +37.0% | +34.5% |
| 3Y | +198.3% | +19.0% | +179.4% | +155.2% |
| 5Y | +206.4% | +26.9% | +179.5% | +146.0% |
| All | +423.4% | +29.4% | +394.0% | +284.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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