+6,881.9%
WELL vs ATI
+968.1%
+5,913.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.2% | -0.1% |
| 7D | +3.5% | +6.0% | -2.5% | +2.2% |
| 30D | +9.7% | -3.6% | +13.3% | +10.1% |
| 3M | +4.8% | -18.9% | +23.7% | +8.5% |
| 6M | +16.1% | +16.7% | -0.6% | +11.0% |
| YTD | +34.7% | +61.1% | -26.4% | +20.1% |
| 1Y | +31.9% | +89.3% | -57.4% | +13.7% |
| 3Y | +209.9% | +333.3% | -123.4% | +115.9% |
| 5Y | +226.5% | +954.5% | -728.0% | +83.3% |
| 10Y | +455.3% | +1,067.0% | -611.7% | +172.2% |
| All | +6,881.9% | +968.1% | +5,913.8% | +2,611.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling