+256.8%
WELL vs BBIO
+136.9%
+119.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.4% |
| 7D | -2.2% | -3.9% | +1.6% | -1.9% |
| 30D | +4.7% | -13.4% | +18.1% | +6.2% |
| 3M | +11.9% | +7.6% | +4.4% | +10.8% |
| 6M | +14.3% | -2.4% | +16.7% | +14.1% |
| YTD | +28.4% | -5.2% | +33.6% | +28.0% |
| 1Y | +42.3% | +36.9% | +5.4% | +36.1% |
| 3Y | +202.6% | +155.2% | +47.4% | +162.7% |
| 5Y | +206.5% | +44.0% | +162.5% | +146.0% |
| All | +256.8% | +136.9% | +119.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling