+349.8%
WELL vs BBY
+252.7%
+97.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.7% |
| 7D | -0.2% | +0.6% | -0.8% | -0.4% |
| 30D | +2.3% | +9.4% | -7.1% | +0.3% |
| 3M | +12.3% | +19.3% | -7.1% | +7.9% |
| 6M | +15.6% | +47.9% | -32.3% | +5.5% |
| YTD | +28.3% | +39.6% | -11.3% | +18.1% |
| 1Y | +41.9% | +22.2% | +19.7% | +34.0% |
| 3Y | +198.3% | +45.0% | +153.4% | +159.1% |
| 5Y | +206.4% | +2.6% | +203.8% | +181.4% |
| All | +349.8% | +252.7% | +97.1% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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