+54.5%
ADI vs WELL
+42.1%
+12.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | -1.2% | +2.3% | -3.5% | -1.1% |
| 3M | -7.8% | +12.3% | -20.1% | -8.7% |
| 6M | +19.3% | +15.6% | +3.8% | +17.5% |
| YTD | +40.9% | +28.3% | +12.6% | +37.7% |
| 1Y | +54.5% | +41.9% | +12.6% | +48.4% |
| All | +54.5% | +42.1% | +12.4% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling