+25.1%
BX vs WELL
+201.2%
-176.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.5% |
| 7D | -5.7% | -1.1% | -4.5% | -5.3% |
| 30D | -8.9% | +0.7% | -9.6% | -9.3% |
| 3M | +8.4% | +14.5% | -6.1% | +2.5% |
| 6M | +18.9% | +14.4% | +4.5% | +12.1% |
| YTD | -13.6% | +28.5% | -42.1% | -22.9% |
| 1Y | -22.4% | +41.8% | -64.2% | -34.6% |
| All | +25.1% | +201.2% | -176.2% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling