+31.8%
BA vs WELL
+423.1%
-391.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +1.1% | +4.4% | -3.4% | -1.3% |
| 30D | -7.9% | +10.8% | -18.7% | -12.8% |
| 3M | -25.3% | +4.2% | -29.5% | -27.1% |
| 6M | -24.6% | +14.0% | -38.6% | -30.6% |
| YTD | -20.1% | +33.4% | -53.6% | -33.1% |
| 1Y | -11.8% | +32.4% | -44.2% | -25.9% |
| 3Y | -10.1% | +194.7% | -204.9% | -53.9% |
| 5Y | -22.7% | +226.5% | -249.2% | -63.5% |
| All | +31.8% | +423.1% | -391.3% | -51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling