+36.5%
WELL vs BAH
+6.2%
+30.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.4% | +2.8% |
| 7D | +9.2% | +5.8% | +3.4% | +9.1% |
| 30D | +10.6% | +28.7% | -18.1% | +10.7% |
| 3M | +7.5% | +20.9% | -13.4% | +7.5% |
| 6M | +15.0% | +15.2% | -0.1% | +14.3% |
| YTD | +35.0% | +7.1% | +28.0% | +34.4% |
| 1Y | +36.5% | +6.4% | +30.1% | +34.6% |
| All | +36.5% | +6.2% | +30.3% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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