+636.4%
ADI vs WELL
+340.0%
+296.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +2.6% | -1.1% | +3.8% | +3.0% |
| 30D | -4.6% | +0.7% | -5.4% | -4.9% |
| 3M | -9.5% | +14.5% | -24.0% | -13.8% |
| 6M | +14.8% | +14.4% | +0.4% | +9.1% |
| YTD | +35.8% | +28.5% | +7.4% | +24.1% |
| 1Y | +48.9% | +41.8% | +7.2% | +31.5% |
| 3Y | +115.6% | +202.8% | -87.3% | +46.5% |
| 5Y | +135.1% | +208.8% | -73.7% | +56.6% |
| 10Y | +636.4% | +356.5% | +279.9% | +283.2% |
| All | +636.4% | +340.0% | +296.4% | +283.2% |
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