+24.5%
ALAB vs WELL
+37.3%
-12.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.8% | -7.3% | -2.1% |
| 7D | -24.9% | +9.2% | -34.0% | -19.2% |
| 30D | -38.4% | +10.6% | -49.0% | -32.9% |
| 3M | -38.3% | +7.5% | -45.8% | -33.9% |
| 6M | +10.9% | +15.0% | -4.1% | +23.6% |
| YTD | +34.2% | +35.0% | -0.8% | +52.5% |
| 1Y | +24.5% | +36.5% | -12.0% | +34.6% |
| All | +24.5% | +37.3% | -12.8% | +34.6% |
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