+114.5%
ADI vs WELL
+204.7%
-90.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +2.4% | -1.3% | +3.8% | +2.7% |
| 30D | -6.6% | +0.5% | -7.1% | -6.7% |
| 3M | -9.8% | +19.1% | -28.9% | -13.8% |
| 6M | +15.7% | +17.0% | -1.3% | +10.9% |
| YTD | +35.1% | +29.2% | +5.9% | +26.0% |
| 1Y | +47.7% | +42.1% | +5.6% | +33.5% |
| 3Y | +114.5% | +204.5% | -90.1% | +41.8% |
| All | +114.5% | +204.7% | -90.3% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling