-26.4%
BA vs WELL
+221.0%
-247.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -7.1% | +5.7% | -12.8% | -8.8% |
| 3M | -25.5% | +4.6% | -30.2% | -26.7% |
| 6M | -28.7% | +11.9% | -40.6% | -32.0% |
| YTD | -21.0% | +33.6% | -54.6% | -30.1% |
| 1Y | -11.9% | +29.8% | -41.6% | -21.2% |
| 3Y | -16.2% | +202.2% | -218.3% | -50.7% |
| All | -26.4% | +221.0% | -247.5% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling