+256.6%
WELL vs BBIO
+136.7%
+120.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -0.2% | -3.2% | +3.0% | +0.1% |
| 30D | +2.3% | -13.6% | +15.9% | +3.8% |
| 3M | +12.3% | +7.2% | +5.0% | +11.2% |
| 6M | +15.6% | +1.5% | +14.1% | +14.9% |
| YTD | +28.3% | -5.3% | +33.6% | +27.9% |
| 1Y | +41.9% | +37.7% | +4.2% | +35.7% |
| 3Y | +198.3% | +153.9% | +44.4% | +159.2% |
| 5Y | +206.4% | +43.9% | +162.5% | +146.0% |
| All | +256.6% | +136.7% | +120.0% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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