+209.9%
BKNG vs WELL
+356.9%
-147.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -10.7% | -2.2% | -8.4% | -9.9% |
| 30D | -18.1% | +4.7% | -22.8% | -19.5% |
| 3M | +8.5% | +11.9% | -3.4% | +4.0% |
| 6M | -0.1% | +14.3% | -14.4% | -5.5% |
| YTD | -18.2% | +28.4% | -46.6% | -26.2% |
| 1Y | -19.9% | +42.3% | -62.2% | -30.7% |
| 3Y | +41.6% | +202.6% | -161.0% | -9.6% |
| 5Y | +93.1% | +206.5% | -113.4% | +20.7% |
| All | +209.9% | +356.9% | -147.0% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling