+1,132.3%
BE vs WELL
+214.0%
+918.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.4% | +8.7% |
| 7D | +20.0% | -0.8% | +20.8% | +20.5% |
| 30D | +7.9% | -0.1% | +8.0% | +7.9% |
| 3M | -13.2% | +18.0% | -31.2% | -25.2% |
| 6M | +53.5% | +15.0% | +38.5% | +35.0% |
| YTD | +191.0% | +28.6% | +162.4% | +134.2% |
| 1Y | +360.5% | +42.9% | +317.6% | +237.9% |
| 3Y | +1,568.0% | +203.0% | +1,365.0% | +509.1% |
| All | +1,132.3% | +214.0% | +918.3% | +322.4% |
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