+91.7%
BKNG vs WELL
+203.2%
-111.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -10.7% | -2.2% | -8.4% | -10.0% |
| 30D | -18.1% | +4.7% | -22.8% | -19.3% |
| 3M | +8.5% | +11.9% | -3.4% | +4.6% |
| 6M | -0.1% | +14.3% | -14.4% | -4.8% |
| YTD | -18.2% | +28.4% | -46.6% | -25.5% |
| 1Y | -19.9% | +42.3% | -62.2% | -30.0% |
| 3Y | +41.6% | +202.6% | -161.0% | -10.0% |
| All | +91.7% | +203.2% | -111.5% | +17.5% |
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 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