+22.6%
BAC vs WELL
+221.0%
-198.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.2% |
| 30D | -0.7% | +5.7% | -6.4% | -2.6% |
| 3M | -20.0% | +4.6% | -24.6% | -21.3% |
| 6M | +3.4% | +11.9% | -8.4% | -0.9% |
| YTD | -5.7% | +33.6% | -39.3% | -15.7% |
| 1Y | -1.4% | +29.8% | -31.2% | -11.0% |
| 3Y | +97.9% | +202.2% | -104.2% | +24.4% |
| All | +22.6% | +221.0% | -198.5% | -25.4% |
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