+206.5%
WELL vs BG
+88.4%
+118.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -2.2% | +3.7% | -6.0% | -2.7% |
| 30D | +4.7% | +12.3% | -7.7% | +2.9% |
| 3M | +11.9% | -2.2% | +14.2% | +12.1% |
| 6M | +14.3% | +5.3% | +9.0% | +13.1% |
| YTD | +28.4% | +42.4% | -14.0% | +21.3% |
| 1Y | +42.3% | +55.2% | -12.9% | +32.4% |
| 3Y | +202.6% | +21.0% | +181.6% | +192.3% |
| 5Y | +206.5% | +87.1% | +119.4% | +165.8% |
| All | +206.5% | +88.4% | +118.2% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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