+71.4%
BAC vs WELL
+207.3%
-135.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | +16.9% | +18.0% | -1.1% | +10.5% |
| 6M | +26.6% | +15.0% | +11.6% | +20.3% |
| YTD | +15.8% | +28.6% | -12.8% | +5.5% |
| 1Y | +27.2% | +42.9% | -15.8% | +11.1% |
| 3Y | +132.4% | +203.0% | -70.6% | +49.7% |
| All | +71.4% | +207.3% | -135.9% | +9.5% |
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 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