+87.4%
BAC vs WELL
+195.0%
-107.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -1.2% | +4.4% | -5.6% | -2.0% |
| 30D | -7.7% | +10.8% | -18.5% | -9.6% |
| 3M | -21.2% | +4.2% | -25.4% | -21.9% |
| 6M | -6.8% | +14.0% | -20.8% | -9.7% |
| YTD | -8.7% | +33.4% | -42.1% | -15.3% |
| 1Y | -5.3% | +32.4% | -37.7% | -12.1% |
| 3Y | +87.4% | +194.7% | -107.3% | +29.5% |
| All | +87.4% | +195.0% | -107.5% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling