+19,973.4%
ADBE vs WELL
+19,596.0%
+377.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | +1.0% | +6.8% | -5.8% | -1.3% |
| 3M | -7.8% | +6.7% | -14.5% | -9.9% |
| 6M | -1.0% | +13.8% | -14.8% | -5.6% |
| YTD | -31.8% | +33.8% | -65.7% | -39.1% |
| 1Y | -29.2% | +29.6% | -58.9% | -36.1% |
| 3Y | -60.1% | +203.1% | -263.1% | -73.5% |
| 5Y | -63.7% | +223.8% | -287.6% | -76.8% |
| 10Y | +130.1% | +462.8% | -332.7% | +7.3% |
| All | +19,973.4% | +19,596.0% | +377.4% | +3,842.9% |
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 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