+18.8%
BX vs WELL
+211.0%
-192.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.4% |
| 7D | -5.7% | -1.1% | -4.5% | -5.1% |
| 30D | -8.9% | +0.7% | -9.6% | -9.5% |
| 3M | +8.4% | +14.5% | -6.1% | -0.1% |
| 6M | +18.9% | +14.4% | +4.5% | +9.0% |
| YTD | -13.6% | +28.5% | -42.1% | -26.4% |
| 1Y | -22.4% | +41.8% | -64.2% | -38.3% |
| 3Y | +26.0% | +202.8% | -176.8% | -41.4% |
| 5Y | +18.8% | +208.8% | -190.0% | -45.9% |
| All | +18.8% | +211.0% | -192.2% | -45.9% |
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 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