+18,665.9%
WELL vs BHP
+7,909.4%
+10,756.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.0% |
| 7D | -0.8% | -2.9% | +2.1% | -0.1% |
| 30D | -0.1% | +3.4% | -3.5% | -1.0% |
| 3M | +18.0% | +4.1% | +14.0% | +16.1% |
| 6M | +15.0% | +20.6% | -5.6% | +8.5% |
| YTD | +28.6% | +56.1% | -27.4% | +13.3% |
| 1Y | +42.9% | +69.6% | -26.7% | +22.8% |
| 3Y | +203.0% | +78.8% | +124.2% | +152.7% |
| 5Y | +206.9% | +113.1% | +93.8% | +139.1% |
| 10Y | +339.5% | +505.9% | -166.4% | +159.8% |
| All | +18,665.9% | +7,909.4% | +10,756.5% | +8,647.8% |
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 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