+140.4%
ADI vs WELL
+221.6%
-81.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.3% |
| 7D | +13.4% | +0.1% | +13.2% | +13.3% |
| 30D | -1.3% | +6.8% | -8.1% | -3.4% |
| 3M | +6.8% | +6.7% | +0.1% | +4.4% |
| 6M | -1.9% | +13.8% | -15.7% | -6.7% |
| YTD | +52.3% | +33.8% | +18.4% | +36.0% |
| 1Y | +71.6% | +29.6% | +42.0% | +55.0% |
| 3Y | +148.9% | +203.1% | -54.2% | +55.2% |
| All | +140.4% | +221.6% | -81.2% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling