+42.1%
WELL vs BAH
-27.4%
+69.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.4% |
| 7D | -1.3% | -4.3% | +3.0% | -1.4% |
| 30D | +0.5% | -4.5% | +5.0% | +0.5% |
| 3M | +19.1% | -7.6% | +26.7% | +18.2% |
| 6M | +17.0% | -10.6% | +27.6% | +16.0% |
| YTD | +29.2% | -12.6% | +41.8% | +28.5% |
| 1Y | +42.1% | -27.0% | +69.1% | +40.0% |
| All | +42.1% | -27.4% | +69.5% | +40.0% |
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