-0.9%
BA vs WELL
+207.3%
-208.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.6% |
| 7D | +1.2% | -0.8% | +2.0% | +1.4% |
| 30D | -11.6% | -0.1% | -11.6% | -11.7% |
| 3M | -2.4% | +18.0% | -20.4% | -8.9% |
| 6M | -6.6% | +15.0% | -21.6% | -12.2% |
| YTD | -2.2% | +28.6% | -30.9% | -12.3% |
| 1Y | -8.0% | +42.9% | -50.9% | -21.4% |
| 3Y | -5.0% | +203.0% | -208.0% | -44.2% |
| All | -0.9% | +207.3% | -208.3% | -42.5% |
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