+209.9%
WELL vs BBWI
-25.2%
+235.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.9% |
| 7D | +3.5% | -6.2% | +9.7% | +3.7% |
| 30D | +9.7% | +25.5% | -15.8% | +9.1% |
| 3M | +4.8% | +8.0% | -3.2% | +4.6% |
| 6M | +16.1% | +12.7% | +3.4% | +15.7% |
| YTD | +34.7% | +11.6% | +23.1% | +34.2% |
| 1Y | +31.9% | -0.9% | +32.8% | +31.8% |
| 3Y | +209.9% | -22.7% | +232.6% | +221.4% |
| All | +209.9% | -25.2% | +235.1% | +221.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling