+209.9%
WELL vs ATI
+323.3%
-113.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.2% | +0.7% |
| 7D | +3.5% | +6.0% | -2.5% | +3.2% |
| 30D | +9.7% | -3.6% | +13.3% | +9.8% |
| 3M | +4.8% | -18.9% | +23.7% | +5.6% |
| 6M | +16.1% | +16.7% | -0.6% | +14.5% |
| YTD | +34.7% | +61.1% | -26.4% | +30.7% |
| 1Y | +31.9% | +89.3% | -57.4% | +27.0% |
| 3Y | +209.9% | +333.3% | -123.4% | +163.2% |
| All | +209.9% | +323.3% | -113.4% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling