+935.7%
BSX vs WELL
+10,765.7%
-9,830.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +3.7% | +0.1% | +3.6% | +3.7% |
| 30D | +3.1% | +5.7% | -2.5% | +1.3% |
| 3M | -14.2% | +4.6% | -18.9% | -15.5% |
| 6M | -16.4% | +11.9% | -28.3% | -19.6% |
| YTD | -53.5% | +33.6% | -87.1% | -57.9% |
| 1Y | -57.8% | +29.8% | -87.5% | -61.4% |
| 3Y | -17.4% | +202.2% | -219.6% | -42.8% |
| 5Y | +5.4% | +223.2% | -217.8% | -29.6% |
| 10Y | +106.2% | +461.7% | -355.5% | +8.0% |
| All | +935.7% | +10,765.7% | -9,830.0% | +177.2% |
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