+349.9%
WELL vs BIDU
-49.1%
+399.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.1% |
| 7D | -2.2% | -5.2% | +3.0% | -1.8% |
| 30D | +4.7% | -14.5% | +19.2% | +6.2% |
| 3M | +11.9% | -22.9% | +34.8% | +14.6% |
| 6M | +14.3% | -27.8% | +42.1% | +17.4% |
| YTD | +28.4% | -30.7% | +59.0% | +32.0% |
| 1Y | +42.3% | -15.8% | +58.1% | +42.2% |
| 3Y | +202.6% | -33.2% | +235.8% | +205.7% |
| 5Y | +206.5% | -44.8% | +251.3% | +204.9% |
| All | +349.9% | -49.1% | +399.1% | +263.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling