+208.8%
WELL vs AKAM
-2.4%
+211.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.4% | -1.0% |
| 7D | -1.1% | +5.4% | -6.5% | -1.6% |
| 30D | +0.7% | -5.9% | +6.6% | +1.2% |
| 3M | +14.5% | -19.6% | +34.2% | +16.4% |
| 6M | +14.4% | +8.5% | +5.9% | +11.3% |
| YTD | +28.5% | +26.9% | +1.5% | +21.3% |
| 1Y | +41.8% | +41.7% | +0.1% | +31.1% |
| 3Y | +202.8% | +5.8% | +197.0% | +185.7% |
| 5Y | +208.8% | -2.3% | +211.1% | +186.0% |
| All | +208.8% | -2.4% | +211.2% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM 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 5y: compounded portfolio wealth divided by compounded AKAM 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…
5y analysis · Full analysis span regression · 6 months rolling