+286.5%
WELL vs BBAI
-79.3%
+365.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -10.0% | +9.0% | -0.9% |
| 7D | +0.1% | -6.8% | +6.9% | +0.2% |
| 30D | +6.8% | -13.4% | +20.2% | +6.9% |
| 3M | +6.7% | -36.5% | +43.2% | +7.0% |
| 6M | +13.8% | -50.6% | +64.4% | +14.3% |
| YTD | +33.8% | -61.7% | +95.5% | +34.5% |
| 1Y | +29.6% | -71.1% | +100.8% | +30.6% |
| 3Y | +203.1% | +32.7% | +170.4% | +198.6% |
| 5Y | +223.8% | -79.2% | +303.1% | +217.0% |
| All | +286.5% | -79.3% | +365.8% | +274.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling