+790.5%
BKNG vs WELL
+5,253.2%
-4,462.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.6% |
| 7D | -13.1% | -1.1% | -12.0% | -12.7% |
| 30D | -18.5% | +0.7% | -19.3% | -18.9% |
| 3M | +5.8% | +14.5% | -8.8% | -0.3% |
| 6M | -2.1% | +14.4% | -16.5% | -8.2% |
| YTD | -18.6% | +28.5% | -47.1% | -27.6% |
| 1Y | -21.7% | +41.8% | -63.4% | -33.4% |
| 3Y | +40.9% | +202.8% | -161.9% | -14.5% |
| 5Y | +91.0% | +208.8% | -117.8% | +13.0% |
| 10Y | +213.2% | +356.5% | -143.4% | +42.1% |
| All | +790.5% | +5,253.2% | -4,462.8% | +38.2% |
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 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