+19,646.7%
WELL vs BHP
+7,085.6%
+12,561.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.0% |
| 7D | +3.0% | +3.8% | -0.8% | +2.1% |
| 30D | +10.2% | -6.5% | +16.7% | +11.8% |
| 3M | +6.1% | -8.5% | +14.7% | +8.0% |
| 6M | +16.6% | -2.2% | +18.8% | +15.8% |
| YTD | +35.3% | +40.0% | -4.7% | +22.0% |
| 1Y | +31.5% | +51.3% | -19.8% | +16.1% |
| 3Y | +206.5% | +56.5% | +149.9% | +163.5% |
| 5Y | +222.0% | +130.2% | +91.8% | +145.3% |
| 10Y | +473.8% | +336.5% | +137.3% | +265.8% |
| All | +19,646.7% | +7,085.6% | +12,561.1% | +9,324.3% |
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 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