+6,914.8%
WELL vs ATI
+955.8%
+5,959.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.7% |
| 7D | +3.0% | +1.3% | +1.7% | +2.7% |
| 30D | +10.2% | -4.8% | +15.0% | +10.8% |
| 3M | +6.1% | -19.9% | +26.1% | +10.2% |
| 6M | +16.6% | +15.4% | +1.3% | +11.8% |
| YTD | +35.3% | +59.2% | -23.9% | +21.0% |
| 1Y | +31.5% | +86.3% | -54.8% | +13.7% |
| 3Y | +206.5% | +318.2% | -111.8% | +115.1% |
| 5Y | +222.0% | +958.6% | -736.7% | +80.6% |
| 10Y | +473.8% | +996.8% | -523.0% | +184.7% |
| All | +6,914.8% | +955.8% | +5,959.0% | +2,630.2% |
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 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