-9.1%
BITO vs WELL
+218.1%
-227.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -2.0% |
| 7D | +1.5% | -1.3% | +2.9% | +2.0% |
| 30D | +20.0% | +0.5% | +19.5% | +19.8% |
| 3M | +22.8% | +19.1% | +3.7% | +15.8% |
| 6M | +13.1% | +17.0% | -3.9% | +6.8% |
| YTD | -12.5% | +29.2% | -41.7% | -20.3% |
| 1Y | -32.6% | +42.1% | -74.7% | -41.1% |
| 3Y | +151.0% | +204.5% | -53.5% | +56.9% |
| All | -9.1% | +218.1% | -227.2% | -42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling