+24.1%
ABBV vs WELL
+42.4%
-18.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -0.7% |
| 7D | +0.4% | -0.8% | +1.2% | +0.7% |
| 30D | +4.2% | -0.1% | +4.2% | +4.2% |
| 3M | +14.8% | +18.0% | -3.2% | +8.5% |
| 6M | +10.3% | +15.0% | -4.7% | +5.0% |
| YTD | +14.9% | +28.6% | -13.7% | +5.8% |
| 1Y | +24.1% | +42.9% | -18.8% | +8.1% |
| All | +24.1% | +42.4% | -18.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling