+5,512.5%
ANET vs WELL
+477.4%
+5,035.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.9% |
| 7D | +3.7% | -1.1% | +4.8% | +3.9% |
| 30D | +0.7% | +0.7% | 0.0% | +0.5% |
| 3M | +26.8% | +14.5% | +12.3% | +22.8% |
| 6M | +40.7% | +14.4% | +26.2% | +35.7% |
| YTD | +47.2% | +28.5% | +18.8% | +38.3% |
| 1Y | +36.0% | +41.8% | -5.8% | +24.5% |
| 3Y | +292.8% | +202.8% | +90.0% | +198.2% |
| 5Y | +761.9% | +208.8% | +553.1% | +545.9% |
| 10Y | +3,770.2% | +356.5% | +3,413.7% | +2,454.6% |
| All | +5,512.5% | +477.4% | +5,035.1% | +3,811.3% |
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