+31.5%
ABNB vs WELL
+344.3%
-312.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | +11.2% | +3.5% | +7.7% | +10.1% |
| 30D | +14.7% | +9.7% | +5.0% | +11.5% |
| 3M | +6.9% | +4.8% | +2.1% | +5.2% |
| 6M | +34.5% | +16.1% | +18.4% | +27.8% |
| YTD | +40.2% | +34.7% | +5.5% | +25.9% |
| 1Y | +57.4% | +31.9% | +25.5% | +42.1% |
| 3Y | +64.7% | +209.9% | -145.1% | +2.8% |
| 5Y | -2.3% | +226.5% | -228.8% | -42.0% |
| All | +31.5% | +344.3% | -312.8% | -15.7% |
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 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