-10.6%
BA vs WELL
+37.3%
-47.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.8% |
| 7D | +5.9% | +9.2% | -3.3% | +4.8% |
| 30D | -8.2% | +10.6% | -18.8% | -8.4% |
| 3M | -25.4% | +7.5% | -32.9% | -25.6% |
| 6M | -20.0% | +15.0% | -35.0% | -20.6% |
| YTD | -18.5% | +35.0% | -53.5% | -19.9% |
| 1Y | -10.6% | +36.5% | -47.1% | -11.4% |
| All | -10.6% | +37.3% | -47.9% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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