+156.4%
ADBE vs WELL
+340.0%
-183.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | -8.9% | -1.1% | -7.8% | -8.6% |
| 30D | -6.6% | +0.7% | -7.4% | -6.8% |
| 3M | +7.1% | +14.5% | -7.4% | +3.6% |
| 6M | -9.8% | +14.4% | -24.2% | -13.2% |
| YTD | -27.2% | +28.5% | -55.6% | -32.3% |
| 1Y | -28.0% | +41.8% | -69.8% | -34.9% |
| 3Y | -54.5% | +202.8% | -257.3% | -66.9% |
| 5Y | -61.5% | +208.8% | -270.3% | -72.5% |
| 10Y | +156.4% | +356.5% | -200.1% | +62.9% |
| All | +156.4% | +340.0% | -183.6% | +62.9% |
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 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