-5.9%
ABT vs WELL
+37.3%
-43.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.8% | +2.8% | +4.6% |
| 7D | +12.5% | +9.2% | +3.4% | +9.5% |
| 30D | +16.1% | +10.6% | +5.5% | +12.5% |
| 3M | +10.2% | +7.5% | +2.7% | +7.5% |
| 6M | +33.7% | +15.0% | +18.7% | +28.2% |
| YTD | -5.5% | +35.0% | -40.6% | -16.4% |
| 1Y | -5.9% | +36.5% | -42.4% | -18.4% |
| All | -5.9% | +37.3% | -43.2% | -18.4% |
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