-3.1%
BSX vs WELL
+207.6%
-210.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.1% | -4.1% |
| 7D | -8.2% | -2.2% | -6.0% | -7.6% |
| 30D | -15.8% | +4.7% | -20.5% | -17.0% |
| 3M | -10.8% | +11.9% | -22.8% | -14.1% |
| 6M | -38.4% | +14.3% | -52.7% | -41.2% |
| YTD | -54.8% | +28.4% | -83.2% | -58.5% |
| 1Y | -59.0% | +42.3% | -101.3% | -63.7% |
| 3Y | -20.0% | +202.6% | -222.6% | -44.0% |
| 5Y | -3.1% | +206.5% | -209.6% | -32.0% |
| All | -3.1% | +207.6% | -210.6% | -32.0% |
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