+11.9%
ACN vs WELL
+37.3%
-25.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +4.0% |
| 7D | +8.6% | +9.2% | -0.6% | +9.3% |
| 30D | +36.6% | +10.6% | +25.9% | +38.4% |
| 3M | +56.3% | +7.5% | +48.8% | +57.6% |
| 6M | +49.7% | +15.0% | +34.6% | +54.3% |
| YTD | +1.3% | +35.0% | -33.7% | +10.1% |
| 1Y | +11.9% | +36.5% | -24.6% | +28.0% |
| All | +11.9% | +37.3% | -25.3% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling