+228.6%
ABT vs WELL
+475.0%
-246.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -0.9% | -1.0% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | +8.0% | +7.8% | +0.2% | +6.7% |
| 3M | +0.2% | +10.2% | -10.0% | -1.4% |
| 6M | +34.1% | +16.4% | +17.8% | +30.6% |
| YTD | -10.6% | +35.2% | -45.8% | -15.1% |
| 1Y | -11.8% | +30.5% | -42.3% | -15.8% |
| 3Y | +23.9% | +206.1% | -182.2% | +3.5% |
| 5Y | -5.1% | +228.3% | -233.4% | -22.2% |
| 10Y | +228.6% | +468.3% | -239.7% | +166.6% |
| All | +228.6% | +475.0% | -246.4% | +166.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling