+6.5%
ABNB vs WELL
+215.5%
-209.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.5% | -4.2% |
| 7D | -4.4% | -1.3% | -3.1% | -3.9% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | +29.8% | +19.1% | +10.8% | +20.9% |
| 6M | +31.0% | +17.0% | +14.0% | +22.0% |
| YTD | +28.6% | +29.2% | -0.6% | +14.3% |
| 1Y | +40.1% | +42.1% | -2.1% | +18.3% |
| 3Y | +19.7% | +204.5% | -184.9% | -35.8% |
| 5Y | +6.5% | +211.0% | -204.5% | -46.2% |
| All | +6.5% | +215.5% | -209.0% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling