+1,677.2%
WELL vs BIDU
+1,076.2%
+601.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.6% |
| 7D | +0.1% | -2.3% | +2.5% | +0.4% |
| 30D | +6.8% | -7.3% | +14.1% | +7.8% |
| 3M | +6.7% | -26.0% | +32.7% | +10.8% |
| 6M | +13.8% | -44.5% | +58.3% | +22.4% |
| YTD | +33.8% | -40.6% | +74.4% | +41.6% |
| 1Y | +29.6% | -39.8% | +69.4% | +36.6% |
| 3Y | +203.1% | -26.7% | +229.8% | +201.5% |
| 5Y | +223.8% | -54.5% | +278.3% | +229.2% |
| 10Y | +462.8% | -52.4% | +515.1% | +429.3% |
| All | +1,677.2% | +1,076.2% | +601.0% | +917.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling