-11.8%
BA vs WELL
+32.9%
-44.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +1.1% | +4.4% | -3.4% | +0.6% |
| 30D | -7.9% | +10.8% | -18.7% | -8.1% |
| 3M | -25.3% | +4.2% | -29.5% | -25.5% |
| 6M | -24.6% | +14.0% | -38.6% | -25.1% |
| YTD | -20.1% | +33.4% | -53.6% | -21.5% |
| 1Y | -11.8% | +32.4% | -44.2% | -12.5% |
| All | -11.8% | +32.9% | -44.6% | -12.5% |
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