-21.9%
BA vs WELL
+227.7%
-249.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.9% |
| 7D | -1.7% | +3.5% | -5.2% | -2.9% |
| 30D | -9.5% | +9.7% | -19.2% | -12.2% |
| 3M | -26.5% | +4.8% | -31.3% | -27.7% |
| 6M | -27.4% | +16.1% | -43.5% | -31.7% |
| YTD | -20.6% | +34.7% | -55.3% | -29.9% |
| 1Y | -11.4% | +31.9% | -43.4% | -21.2% |
| 3Y | -10.8% | +209.9% | -220.7% | -47.8% |
| 5Y | -21.9% | +226.5% | -248.5% | -54.5% |
| All | -21.9% | +227.7% | -249.6% | -54.5% |
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 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