-28.3%
BABA vs WELL
+227.0%
-255.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +11.6% | +4.4% | +7.2% | +10.5% |
| 30D | +2.3% | +10.8% | -8.5% | -0.4% |
| 3M | -13.7% | +4.2% | -17.9% | -14.7% |
| 6M | -21.9% | +14.0% | -35.9% | -25.0% |
| YTD | -24.6% | +33.4% | -58.1% | -31.1% |
| 1Y | -34.1% | +32.4% | -66.5% | -39.7% |
| 3Y | +36.3% | +194.7% | -158.5% | -8.3% |
| All | -28.3% | +227.0% | -255.3% | -56.6% |
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