+2,427.5%
ACN vs WELL
+3,587.7%
-1,160.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +0.9% | +4.4% | -3.6% | -0.4% |
| 30D | +33.5% | +10.8% | +22.7% | +29.6% |
| 3M | +53.5% | +4.2% | +49.3% | +51.4% |
| 6M | +52.2% | +14.0% | +38.2% | +45.7% |
| YTD | -0.1% | +33.4% | -33.5% | -9.4% |
| 1Y | +11.0% | +32.4% | -21.4% | +0.8% |
| 3Y | -11.8% | +194.7% | -206.5% | -38.2% |
| 5Y | -22.8% | +226.5% | -249.3% | -48.2% |
| 10Y | +162.4% | +429.8% | -267.4% | +40.2% |
| All | +2,427.5% | +3,587.7% | -1,160.2% | +668.2% |
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 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