+39.5%
BKNG vs WELL
+200.9%
-161.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -10.0% | -0.2% | -9.8% | -10.0% |
| 30D | -18.1% | +2.3% | -20.4% | -18.4% |
| 3M | +6.3% | +12.3% | -6.0% | +4.1% |
| 6M | +0.8% | +15.6% | -14.7% | -2.1% |
| YTD | -18.4% | +28.3% | -46.7% | -23.0% |
| 1Y | -20.4% | +41.9% | -62.3% | -27.1% |
| 3Y | +39.5% | +198.3% | -158.8% | +2.5% |
| All | +39.5% | +200.9% | -161.4% | +2.5% |
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