+22.3%
BABA vs WELL
+511.7%
-489.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.7% | +2.8% |
| 7D | +8.6% | +5.3% | +3.3% | +7.7% |
| 30D | -1.1% | +8.7% | -9.8% | -2.4% |
| 3M | -15.9% | +3.8% | -19.8% | -16.5% |
| 6M | -17.5% | +15.4% | -32.9% | -19.7% |
| YTD | -25.6% | +33.7% | -59.2% | -29.4% |
| 1Y | -33.8% | +33.6% | -67.5% | -37.3% |
| 3Y | +34.6% | +194.2% | -159.6% | +10.5% |
| 5Y | -27.7% | +227.0% | -254.7% | -42.2% |
| 10Y | +17.7% | +430.7% | -413.0% | -18.2% |
| All | +22.3% | +511.7% | -489.4% | -20.7% |
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