-28.9%
ADBE vs WELL
+41.7%
-70.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -12.9% | -2.2% | -10.7% | -13.4% |
| 30D | -5.6% | +4.7% | -10.3% | -4.5% |
| 3M | +6.6% | +11.9% | -5.3% | +11.2% |
| 6M | -9.6% | +14.3% | -23.9% | -3.6% |
| YTD | -28.9% | +28.4% | -57.3% | -22.1% |
| 1Y | -28.9% | +42.3% | -71.2% | -21.9% |
| All | -28.9% | +41.7% | -70.6% | -21.9% |
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