+1,462.0%
BA vs WELL
+19,568.3%
-18,106.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.1% |
| 7D | -0.1% | +5.3% | -5.3% | -2.1% |
| 30D | -9.1% | +8.7% | -17.8% | -12.0% |
| 3M | -28.2% | +3.8% | -32.0% | -29.3% |
| 6M | -23.1% | +15.4% | -38.5% | -27.9% |
| YTD | -20.6% | +33.7% | -54.2% | -30.1% |
| 1Y | -12.7% | +33.6% | -46.4% | -23.3% |
| 3Y | -11.6% | +194.2% | -205.8% | -44.6% |
| 5Y | -23.1% | +227.0% | -250.2% | -54.4% |
| 10Y | +34.4% | +430.7% | -396.4% | -35.3% |
| All | +1,462.0% | +19,568.3% | -18,106.4% | +335.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling