-54.1%
ADBE vs WELL
+204.7%
-258.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -3.9% | -3.5% |
| 7D | -10.1% | -1.3% | -8.8% | -10.0% |
| 30D | -3.0% | +0.5% | -3.5% | -3.0% |
| 3M | +5.0% | +19.1% | -14.1% | +4.3% |
| 6M | -9.3% | +17.0% | -26.3% | -10.1% |
| YTD | -26.5% | +29.2% | -55.7% | -28.6% |
| 1Y | -28.3% | +42.1% | -70.4% | -32.1% |
| 3Y | -54.1% | +204.5% | -258.6% | -66.9% |
| All | -54.1% | +204.7% | -258.8% | -66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling