+653.2%
ADI vs WELL
+475.0%
+178.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +0.7% | +7.8% | -7.1% | -1.8% |
| 3M | +6.5% | +10.2% | -3.7% | +3.0% |
| 6M | -2.7% | +16.4% | -19.0% | -8.1% |
| YTD | +52.2% | +35.2% | +17.0% | +36.6% |
| 1Y | +77.5% | +30.5% | +47.0% | +60.9% |
| 3Y | +148.8% | +206.1% | -57.3% | +68.1% |
| 5Y | +142.9% | +228.3% | -85.4% | +58.4% |
| 10Y | +653.2% | +468.3% | +184.9% | +270.5% |
| All | +653.2% | +475.0% | +178.3% | +270.5% |
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