-10.6%
BITO vs WELL
+215.9%
-226.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | +21.4% | +2.3% | +19.1% | +20.6% |
| 3M | +20.5% | +12.3% | +8.2% | +15.9% |
| 6M | +7.4% | +15.6% | -8.2% | +1.8% |
| YTD | -13.9% | +28.3% | -42.2% | -21.4% |
| 1Y | -35.1% | +41.9% | -77.0% | -43.2% |
| 3Y | +156.8% | +198.3% | -41.5% | +61.9% |
| All | -10.6% | +215.9% | -226.5% | -43.0% |
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