+6,616.3%
ABT vs WELL
+19,596.0%
-12,979.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | +5.2% | +6.8% | -1.6% | +3.9% |
| 3M | -2.7% | +6.7% | -9.4% | -3.9% |
| 6M | +28.8% | +13.8% | +15.0% | +25.7% |
| YTD | -12.3% | +33.8% | -46.1% | -17.0% |
| 1Y | -14.7% | +29.6% | -44.3% | -18.8% |
| 3Y | +21.6% | +203.1% | -181.5% | -1.0% |
| 5Y | -7.8% | +223.8% | -231.6% | -26.3% |
| 10Y | +222.5% | +462.8% | -240.3% | +120.7% |
| All | +6,616.3% | +19,596.0% | -12,979.7% | +2,659.8% |
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