+22,327.1%
ADBE vs WELL
+18,826.3%
+3,500.8%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.7% | -6.0% |
| 7D | -8.6% | -0.8% | -7.8% | -8.3% |
| 30D | +2.8% | -0.1% | +2.9% | +2.8% |
| 3M | +3.1% | +18.0% | -14.9% | -2.6% |
| 6M | -2.4% | +15.0% | -17.4% | -7.7% |
| YTD | -23.9% | +28.6% | -52.5% | -30.9% |
| 1Y | -22.6% | +42.9% | -65.5% | -32.5% |
| 3Y | -52.7% | +203.0% | -255.7% | -68.7% |
| 5Y | -60.0% | +206.9% | -266.9% | -74.0% |
| 10Y | +157.3% | +339.5% | -182.2% | +31.8% |
| All | +22,327.1% | +18,826.3% | +3,500.8% | +4,368.1% |
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