-9.4%
ABT vs WELL
+211.0%
-220.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -4.7% | -1.1% | -3.6% | -4.4% |
| 30D | -3.1% | +0.7% | -3.9% | -3.4% |
| 3M | +16.1% | +14.5% | +1.6% | +11.7% |
| 6M | -5.3% | +14.4% | -19.7% | -9.2% |
| YTD | -14.4% | +28.5% | -42.9% | -20.7% |
| 1Y | -18.4% | +41.8% | -60.2% | -26.6% |
| 3Y | +11.2% | +202.8% | -191.6% | -19.4% |
| 5Y | -9.4% | +208.8% | -218.2% | -34.7% |
| All | -9.4% | +211.0% | -220.4% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling