+201.2%
ABT vs WELL
+356.9%
-155.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -5.0% | -2.2% | -2.7% | -4.6% |
| 30D | -5.8% | +4.7% | -10.5% | -6.5% |
| 3M | +16.7% | +11.9% | +4.8% | +14.6% |
| 6M | -5.2% | +14.3% | -19.5% | -7.5% |
| YTD | -16.0% | +28.4% | -44.3% | -19.5% |
| 1Y | -18.3% | +42.3% | -60.5% | -23.0% |
| 3Y | +9.2% | +202.6% | -193.3% | -8.6% |
| 5Y | -11.6% | +206.5% | -218.1% | -26.7% |
| All | +201.2% | +356.9% | -155.7% | +147.1% |
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