+443.3%
WELL vs BHP
+339.3%
+104.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | +0.1% | +2.5% | -2.3% | -0.6% |
| 30D | +6.8% | -5.2% | +12.0% | +8.3% |
| 3M | +6.7% | -8.7% | +15.4% | +9.2% |
| 6M | +13.8% | -6.9% | +20.7% | +14.5% |
| YTD | +33.8% | +39.0% | -5.1% | +16.7% |
| 1Y | +29.6% | +48.9% | -19.3% | +10.1% |
| 3Y | +203.1% | +55.4% | +147.7% | +146.8% |
| 5Y | +223.8% | +119.2% | +104.6% | +119.3% |
| All | +443.3% | +339.3% | +104.0% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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