+18,665.9%
WELL vs BDX
+5,351.6%
+13,314.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.5% | -1.7% |
| 7D | -0.8% | -2.5% | +1.7% | -0.2% |
| 30D | -0.1% | +8.3% | -8.3% | -1.8% |
| 3M | +18.0% | +24.4% | -6.4% | +12.3% |
| 6M | +15.0% | +9.2% | +5.8% | +12.4% |
| YTD | +28.6% | +22.7% | +5.9% | +22.4% |
| 1Y | +42.9% | +25.9% | +17.0% | +35.1% |
| 3Y | +203.0% | -10.5% | +213.5% | +205.1% |
| 5Y | +206.9% | +1.9% | +205.0% | +199.1% |
| 10Y | +339.5% | +58.7% | +280.8% | +284.3% |
| All | +18,665.9% | +5,351.6% | +13,314.3% | +9,256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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