+6,642.4%
ABT vs WELL
+18,826.3%
-12,183.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | 0.0% |
| 7D | -3.7% | -0.8% | -2.9% | -3.6% |
| 30D | +2.5% | -0.1% | +2.6% | +2.4% |
| 3M | +20.2% | +18.0% | +2.2% | +16.5% |
| 6M | -2.9% | +15.0% | -17.9% | -5.5% |
| YTD | -11.9% | +28.6% | -40.5% | -16.0% |
| 1Y | -16.5% | +42.9% | -59.5% | -22.0% |
| 3Y | +12.1% | +203.0% | -190.9% | -8.7% |
| 5Y | -7.4% | +206.9% | -214.3% | -25.4% |
| 10Y | +210.7% | +339.5% | -128.8% | +122.7% |
| All | +6,642.4% | +18,826.3% | -12,183.9% | +2,691.3% |
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