+207.4%
ALAB vs WELL
+174.4%
+33.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.4% | +6.2% |
| 7D | -26.3% | +4.4% | -30.7% | -24.5% |
| 30D | -50.1% | +10.8% | -60.9% | -47.1% |
| 3M | -42.5% | +4.2% | -46.7% | -40.7% |
| 6M | -10.8% | +14.0% | -24.8% | -4.0% |
| YTD | +14.6% | +33.4% | -18.8% | +29.2% |
| 1Y | +17.1% | +32.4% | -15.3% | +31.9% |
| All | +207.4% | +174.4% | +33.0% | +311.8% |
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 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