+4.3%
ACN vs WELL
+29.6%
-25.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.5% |
| 7D | -5.7% | +0.1% | -5.9% | -5.7% |
| 30D | +17.0% | +6.8% | +10.2% | +18.0% |
| 3M | +39.9% | +6.7% | +33.1% | +41.0% |
| 6M | +50.2% | +13.8% | +36.4% | +54.7% |
| YTD | -4.2% | +33.8% | -38.0% | +4.5% |
| 1Y | +4.3% | +29.6% | -25.3% | +12.9% |
| All | +4.3% | +29.6% | -25.2% | +12.9% |
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