+156.8%
BITO vs WELL
+201.0%
-44.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | -5.8% | -2.2% | -3.6% | -5.4% |
| 30D | +21.1% | +4.7% | +16.4% | +20.2% |
| 3M | +23.5% | +11.9% | +11.6% | +21.0% |
| 6M | +8.3% | +14.3% | -6.0% | +5.5% |
| YTD | -13.9% | +28.4% | -42.2% | -18.3% |
| 1Y | -34.5% | +42.3% | -76.8% | -39.8% |
| All | +156.8% | +201.0% | -44.2% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling