+387.2%
BE vs WELL
+227.0%
+160.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.5% |
| 7D | -14.7% | +4.4% | -19.2% | -17.1% |
| 30D | -40.5% | +10.8% | -51.3% | -45.0% |
| 3M | -24.3% | +4.2% | -28.5% | -27.1% |
| 6M | -39.3% | +14.0% | -53.3% | -46.7% |
| YTD | +99.4% | +33.4% | +66.0% | +54.0% |
| 1Y | +26.6% | +32.4% | -5.8% | -1.7% |
| 3Y | +1,616.9% | +194.7% | +1,422.2% | +513.6% |
| All | +387.2% | +227.0% | +160.2% | +57.7% |
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