+225.9%
WELL vs BBY
-3.9%
+229.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | +0.1% | +4.5% | -4.3% | -0.4% |
| 30D | +5.7% | +16.8% | -11.1% | +3.8% |
| 3M | +4.6% | +23.2% | -18.6% | +2.0% |
| 6M | +11.9% | +91.9% | -80.1% | +3.2% |
| YTD | +33.6% | +61.6% | -28.1% | +25.6% |
| 1Y | +29.8% | +43.9% | -14.1% | +23.8% |
| 3Y | +202.2% | +88.6% | +113.5% | +164.7% |
| All | +225.9% | -3.9% | +229.8% | +188.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling