+29.2%
ABNB vs WELL
+346.4%
-317.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | +11.9% | +3.0% | +8.9% | +10.9% |
| 30D | +12.7% | +10.2% | +2.5% | +9.3% |
| 3M | +1.2% | +6.1% | -4.9% | -0.8% |
| 6M | +32.1% | +16.6% | +15.5% | +25.3% |
| YTD | +37.7% | +35.3% | +2.4% | +23.5% |
| 1Y | +55.5% | +31.5% | +24.0% | +40.6% |
| 3Y | +58.2% | +206.5% | -148.3% | -0.7% |
| 5Y | -2.8% | +222.0% | -224.7% | -42.3% |
| All | +29.2% | +346.4% | -317.3% | -17.3% |
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