+356.5%
WELL vs BAX
-37.8%
+394.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | -1.1% | -5.1% | +4.0% | 0.0% |
| 30D | +0.7% | -12.2% | +12.9% | +3.6% |
| 3M | +14.5% | +21.8% | -7.3% | +8.7% |
| 6M | +14.4% | +36.3% | -21.9% | +5.4% |
| YTD | +28.5% | +27.8% | +0.7% | +19.0% |
| 1Y | +41.8% | -0.1% | +41.8% | +38.8% |
| 3Y | +202.8% | -33.3% | +236.1% | +220.6% |
| 5Y | +208.8% | -67.1% | +275.9% | +311.5% |
| 10Y | +356.5% | -36.9% | +393.4% | +477.2% |
| All | +356.5% | -37.8% | +394.3% | +477.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BAX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling