+37.0%
ABNB vs WELL
+41.6%
-4.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.9% |
| 7D | -7.4% | -1.1% | -6.3% | -7.5% |
| 30D | -8.2% | +0.7% | -8.9% | -8.0% |
| 3M | +29.1% | +14.5% | +14.6% | +31.3% |
| 6M | +26.6% | +14.4% | +12.2% | +28.7% |
| YTD | +25.0% | +28.5% | -3.5% | +29.1% |
| 1Y | +37.0% | +41.8% | -4.8% | +37.7% |
| All | +37.0% | +41.6% | -4.6% | +37.7% |
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