+4,855.0%
WELL vs BB
+307.3%
+4,547.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -0.5% |
| 7D | +4.4% | +3.8% | +0.6% | +4.1% |
| 30D | +10.8% | -0.3% | +11.1% | +10.6% |
| 3M | +4.2% | -0.5% | +4.7% | +3.8% |
| 6M | +14.0% | +45.9% | -31.9% | +9.2% |
| YTD | +33.4% | +130.6% | -97.2% | +23.0% |
| 1Y | +32.4% | +89.2% | -56.8% | +23.8% |
| 3Y | +194.7% | +137.5% | +57.2% | +163.9% |
| 5Y | +226.5% | -20.9% | +247.4% | +212.0% |
| 10Y | +429.8% | +25.4% | +404.4% | +350.7% |
| All | +4,855.0% | +307.3% | +4,547.7% | +4,582.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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