+64.7%
ABNB vs WELL
+202.0%
-137.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | +11.2% | +3.5% | +7.7% | +10.9% |
| 30D | +14.7% | +9.7% | +5.0% | +13.9% |
| 3M | +6.9% | +4.8% | +2.1% | +6.4% |
| 6M | +34.5% | +16.1% | +18.4% | +33.0% |
| YTD | +40.2% | +34.7% | +5.5% | +36.0% |
| 1Y | +57.4% | +31.9% | +25.5% | +53.0% |
| 3Y | +64.7% | +209.9% | -145.1% | +27.3% |
| All | +64.7% | +202.0% | -137.3% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling