+137.3%
ADBE vs WELL
+463.2%
-325.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +1.0% | +5.7% | -4.7% | -0.4% |
| 3M | -10.1% | +4.6% | -14.8% | -11.2% |
| 6M | +3.0% | +11.9% | -8.9% | -0.1% |
| YTD | -30.5% | +33.6% | -64.1% | -36.0% |
| 1Y | -27.1% | +29.8% | -56.9% | -32.4% |
| 3Y | -58.8% | +202.2% | -261.0% | -70.0% |
| 5Y | -63.0% | +223.2% | -286.3% | -73.8% |
| All | +137.3% | +463.2% | -325.8% | +42.9% |
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