-28.5%
ACN vs WELL
+43.5%
-72.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.1% |
| 7D | -4.8% | -1.3% | -3.5% | -5.0% |
| 30D | +1.9% | +0.5% | +1.4% | +2.0% |
| 3M | +3.9% | +19.1% | -15.2% | +8.9% |
| 6M | -15.0% | +17.0% | -32.0% | -11.3% |
| YTD | -31.9% | +29.2% | -61.1% | -28.1% |
| 1Y | -28.5% | +42.1% | -70.7% | -26.5% |
| All | -28.5% | +43.5% | -72.0% | -26.5% |
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