+211.0%
WELL vs BHP
+121.9%
+89.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.2% |
| 7D | -1.3% | +1.3% | -2.6% | -1.5% |
| 30D | +0.5% | +4.0% | -3.5% | -0.2% |
| 3M | +19.1% | +12.3% | +6.8% | +16.4% |
| 6M | +17.0% | +30.8% | -13.9% | +10.4% |
| YTD | +29.2% | +58.8% | -29.6% | +16.9% |
| 1Y | +42.1% | +76.8% | -34.7% | +25.4% |
| 3Y | +204.5% | +87.5% | +117.1% | +160.4% |
| 5Y | +211.0% | +123.9% | +87.1% | +152.3% |
| All | +211.0% | +121.9% | +89.1% | +152.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling