+270.9%
WELL vs BBAI
-71.7%
+342.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | -1.1% | -4.1% | +2.9% | -1.1% |
| 30D | +0.7% | -12.4% | +13.1% | +0.8% |
| 3M | +14.5% | -29.1% | +43.6% | +14.8% |
| 6M | +14.4% | -32.6% | +47.0% | +14.6% |
| YTD | +28.5% | -47.6% | +76.1% | +28.9% |
| 1Y | +41.8% | -41.0% | +82.8% | +41.9% |
| 3Y | +202.8% | +67.5% | +135.4% | +197.8% |
| 5Y | +208.8% | -71.3% | +280.1% | +201.7% |
| All | +270.9% | -71.7% | +342.6% | +259.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling