+313.3%
ANET vs WELL
+200.9%
+112.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +3.0% | -0.2% | +3.2% | +3.0% |
| 30D | -5.2% | +2.3% | -7.5% | -5.1% |
| 3M | +27.6% | +12.3% | +15.3% | +27.3% |
| 6M | +44.4% | +15.6% | +28.8% | +43.6% |
| YTD | +52.3% | +28.3% | +24.0% | +49.9% |
| 1Y | +30.4% | +41.9% | -11.5% | +26.2% |
| 3Y | +313.3% | +198.3% | +114.9% | +217.4% |
| All | +313.3% | +200.9% | +112.4% | +217.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling