+18,665.9%
WELL vs BBY
+75,590.7%
-56,924.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.2% | -2.4% |
| 7D | -0.8% | +9.5% | -10.3% | -1.9% |
| 30D | -0.1% | +6.8% | -6.9% | -1.0% |
| 3M | +18.0% | +28.9% | -10.8% | +14.3% |
| 6M | +15.0% | +37.8% | -22.8% | +10.1% |
| YTD | +28.6% | +38.7% | -10.1% | +22.8% |
| 1Y | +42.9% | +23.7% | +19.2% | +38.1% |
| 3Y | +203.0% | +39.1% | +163.9% | +183.6% |
| 5Y | +206.9% | -0.4% | +207.3% | +195.0% |
| 10Y | +339.5% | +234.0% | +105.5% | +263.0% |
| All | +18,665.9% | +75,590.7% | -56,924.9% | +12,568.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling