+6,566.3%
WELL vs ATI
+1,117.2%
+5,449.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.0% | -2.6% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -0.1% | +2.7% | -2.8% | -0.8% |
| 3M | +18.0% | +16.3% | +1.7% | +13.8% |
| 6M | +15.0% | +30.2% | -15.2% | +7.8% |
| YTD | +28.6% | +83.6% | -54.9% | +12.4% |
| 1Y | +42.9% | +173.0% | -130.1% | +14.5% |
| 3Y | +203.0% | +356.6% | -153.6% | +109.9% |
| 5Y | +206.9% | +1,074.2% | -867.3% | +69.1% |
| 10Y | +339.5% | +1,136.2% | -796.7% | +112.5% |
| All | +6,566.3% | +1,117.2% | +5,449.2% | +2,436.4% |
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