+65.2%
ALAB vs WELL
+42.4%
+22.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.1% | +11.8% | +8.3% |
| 7D | +7.2% | -0.8% | +8.0% | +6.8% |
| 30D | -2.5% | -0.1% | -2.4% | -2.6% |
| 3M | -13.3% | +18.0% | -31.3% | -6.1% |
| 6M | +172.8% | +15.0% | +157.8% | +192.3% |
| YTD | +86.6% | +28.6% | +58.0% | +113.6% |
| 1Y | +65.2% | +42.9% | +22.2% | +119.7% |
| All | +65.2% | +42.4% | +22.7% | +119.7% |
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