+18,665.9%
WELL vs BAX
+900.4%
+17,765.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.2% |
| 7D | -0.8% | -1.1% | +0.4% | -0.6% |
| 30D | -0.1% | -5.5% | +5.4% | +0.9% |
| 3M | +18.0% | +33.5% | -15.5% | +11.3% |
| 6M | +15.0% | +35.9% | -20.9% | +7.7% |
| YTD | +28.6% | +35.4% | -6.7% | +19.8% |
| 1Y | +42.9% | +9.8% | +33.2% | +37.8% |
| 3Y | +203.0% | -32.7% | +235.7% | +214.4% |
| 5Y | +206.9% | -65.6% | +272.4% | +259.4% |
| 10Y | +339.5% | -34.9% | +374.4% | +358.7% |
| All | +18,665.9% | +900.4% | +17,765.4% | +15,783.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling