+203.3%
WELL vs ATI
+373.5%
-170.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.0% | -2.2% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.1% | +2.7% | -2.8% | -0.3% |
| 3M | +18.0% | +16.3% | +1.7% | +16.7% |
| 6M | +15.0% | +30.2% | -15.2% | +12.5% |
| YTD | +28.6% | +83.6% | -54.9% | +23.3% |
| 1Y | +42.9% | +173.0% | -130.1% | +33.2% |
| All | +203.3% | +373.5% | -170.1% | +152.7% |
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