+602.8%
ABBV vs WELL
+464.2%
+138.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +2.2% | +0.1% | +2.0% | +2.1% |
| 30D | +8.0% | +6.8% | +1.2% | +6.5% |
| 3M | +19.1% | +6.7% | +12.4% | +17.4% |
| 6M | +43.5% | +13.8% | +29.7% | +39.5% |
| YTD | +32.7% | +33.8% | -1.1% | +24.6% |
| 1Y | +30.0% | +29.6% | +0.4% | +22.8% |
| 3Y | +134.7% | +203.1% | -68.3% | +87.1% |
| 5Y | +200.6% | +223.8% | -23.2% | +134.1% |
| All | +602.8% | +464.2% | +138.5% | +379.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling