-55.4%
BSX vs WELL
+42.4%
-97.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | +0.1% | -0.1% | +0.2% | +0.1% |
| 3M | -2.1% | +18.0% | -20.2% | -6.0% |
| 6M | -33.8% | +15.0% | -48.8% | -36.0% |
| YTD | -49.9% | +28.6% | -78.5% | -53.3% |
| 1Y | -55.4% | +42.9% | -98.4% | -59.5% |
| All | -55.4% | +42.4% | -97.9% | -59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling