+356.5%
WELL vs BBWI
-58.2%
+414.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.5% |
| 7D | -1.1% | -4.4% | +3.3% | -0.4% |
| 30D | +0.7% | -7.4% | +8.1% | +1.7% |
| 3M | +14.5% | -2.2% | +16.7% | +14.1% |
| 6M | +14.4% | -16.3% | +30.7% | +16.1% |
| YTD | +28.5% | -9.1% | +37.6% | +27.8% |
| 1Y | +41.8% | -34.5% | +76.3% | +47.9% |
| 3Y | +202.8% | -47.0% | +249.8% | +213.1% |
| 5Y | +208.8% | -68.8% | +277.7% | +243.3% |
| 10Y | +356.5% | -57.4% | +413.9% | +236.2% |
| All | +356.5% | -58.2% | +414.8% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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