+211.0%
WELL vs BBAI
-70.3%
+281.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.3% | -1.0% | -0.3% | -1.3% |
| 30D | +0.5% | -10.7% | +11.2% | +0.6% |
| 3M | +19.1% | -32.3% | +51.3% | +19.4% |
| 6M | +17.0% | -31.3% | +48.3% | +17.2% |
| YTD | +29.2% | -45.9% | +75.1% | +29.6% |
| 1Y | +42.1% | -40.0% | +82.2% | +42.2% |
| 3Y | +204.5% | +72.8% | +131.8% | +199.4% |
| 5Y | +211.0% | -70.4% | +281.3% | +195.6% |
| All | +211.0% | -70.3% | +281.3% | +195.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling