+37,071.1%
ADI vs WELL
+18,826.3%
+18,244.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.3% |
| 7D | +0.4% | -0.8% | +1.2% | +0.7% |
| 30D | -3.8% | -0.1% | -3.7% | -3.9% |
| 3M | -15.3% | +18.0% | -33.3% | -20.4% |
| 6M | +6.7% | +15.0% | -8.3% | +1.0% |
| YTD | +34.8% | +28.6% | +6.2% | +22.7% |
| 1Y | +49.0% | +42.9% | +6.1% | +30.7% |
| 3Y | +108.1% | +203.0% | -94.9% | +40.3% |
| 5Y | +142.4% | +206.9% | -64.4% | +60.5% |
| 10Y | +589.9% | +339.5% | +250.4% | +268.9% |
| All | +37,071.1% | +18,826.3% | +18,244.9% | +7,506.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling