+356.5%
WELL vs ATI
+1,068.2%
-711.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.1% | +2.4% | -3.5% | -1.7% |
| 30D | +0.7% | -9.5% | +10.2% | +2.8% |
| 3M | +14.5% | +10.4% | +4.1% | +11.2% |
| 6M | +14.4% | +31.8% | -17.4% | +6.2% |
| YTD | +28.5% | +80.0% | -51.5% | +10.9% |
| 1Y | +41.8% | +175.8% | -134.1% | +10.2% |
| 3Y | +202.8% | +364.2% | -161.4% | +96.7% |
| 5Y | +208.8% | +1,076.9% | -868.1% | +50.3% |
| 10Y | +356.5% | +1,178.1% | -821.6% | +80.3% |
| All | +356.5% | +1,068.2% | -711.7% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling