+19,429.1%
WELL vs BHP
+7,031.6%
+12,397.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | +0.1% | +2.5% | -2.3% | -0.5% |
| 30D | +6.8% | -5.2% | +12.0% | +8.0% |
| 3M | +6.7% | -8.7% | +15.4% | +8.7% |
| 6M | +13.8% | -6.9% | +20.7% | +14.5% |
| YTD | +33.8% | +39.0% | -5.1% | +20.9% |
| 1Y | +29.6% | +48.9% | -19.3% | +14.9% |
| 3Y | +203.1% | +55.4% | +147.7% | +161.1% |
| 5Y | +223.8% | +119.2% | +104.6% | +150.0% |
| 10Y | +462.8% | +340.5% | +122.3% | +258.1% |
| All | +19,429.1% | +7,031.6% | +12,397.5% | +9,237.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling