+404.0%
BE vs WELL
+42.4%
+361.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.5% | +9.2% | +9.7% |
| 7D | +29.8% | -1.3% | +31.1% | +29.6% |
| 30D | +26.4% | +0.5% | +25.9% | +26.1% |
| 3M | +9.3% | +19.1% | -9.7% | +3.9% |
| 6M | +105.1% | +17.0% | +88.1% | +96.2% |
| YTD | +219.0% | +29.2% | +189.8% | +206.6% |
| All | +404.0% | +42.4% | +361.6% | +450.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling