+41.8%
WELL vs AVTR
+13.4%
+28.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | -0.7% |
| 7D | -1.1% | +1.6% | -2.7% | -1.1% |
| 30D | +0.7% | +8.4% | -7.6% | +1.1% |
| 3M | +14.5% | +50.2% | -35.6% | +16.6% |
| 6M | +14.4% | +82.6% | -68.2% | +17.4% |
| YTD | +28.5% | +29.8% | -1.4% | +30.6% |
| 1Y | +41.8% | +16.0% | +25.8% | +45.2% |
| All | +41.8% | +13.4% | +28.4% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling