+1,353.7%
ABBV vs WELL
+583.3%
+770.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +5.6% | +7.8% | -2.2% | +3.8% |
| 3M | +18.7% | +10.2% | +8.4% | +16.1% |
| 6M | +47.4% | +16.4% | +31.0% | +42.4% |
| YTD | +33.0% | +35.2% | -2.2% | +24.3% |
| 1Y | +34.9% | +30.5% | +4.5% | +27.0% |
| 3Y | +135.2% | +206.1% | -70.9% | +85.0% |
| 5Y | +202.1% | +228.3% | -26.2% | +131.6% |
| 10Y | +602.6% | +468.3% | +134.2% | +350.5% |
| All | +1,353.7% | +583.3% | +770.5% | +823.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling