+25.2%
ABNB vs WELL
+341.5%
-316.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | +6.5% | +0.1% | +6.3% | +6.4% |
| 30D | +9.4% | +6.8% | +2.6% | +7.2% |
| 3M | +0.6% | +6.7% | -6.2% | -1.5% |
| 6M | +33.7% | +13.8% | +19.9% | +27.8% |
| YTD | +33.5% | +33.8% | -0.4% | +20.1% |
| 1Y | +48.8% | +29.6% | +19.2% | +35.2% |
| 3Y | +53.3% | +203.1% | -149.8% | -3.5% |
| 5Y | -12.3% | +223.8% | -236.1% | -47.8% |
| All | +25.2% | +341.5% | -316.3% | -19.6% |
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