+151.8%
ACN vs WELL
+464.2%
-312.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -5.7% | +0.1% | -5.9% | -5.8% |
| 30D | +17.0% | +6.8% | +10.2% | +14.9% |
| 3M | +39.9% | +6.7% | +33.1% | +37.1% |
| 6M | +50.2% | +13.8% | +36.4% | +44.1% |
| YTD | -4.2% | +33.8% | -38.0% | -13.1% |
| 1Y | +4.3% | +29.6% | -25.3% | -4.6% |
| 3Y | -17.1% | +203.1% | -220.2% | -42.8% |
| 5Y | -26.5% | +223.8% | -250.3% | -50.9% |
| All | +151.8% | +464.2% | -312.5% | +38.2% |
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