+194.7%
WELL vs BIL
+13.1%
+181.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +4.4% | -0.3% | +4.7% | +4.6% |
| 30D | +10.8% | 0.0% | +10.8% | +9.9% |
| 3M | +4.2% | +0.3% | +3.9% | +2.4% |
| 6M | +14.0% | +1.2% | +12.8% | +9.6% |
| YTD | +33.4% | +2.5% | +31.0% | +25.6% |
| 1Y | +32.4% | +3.0% | +29.4% | +24.3% |
| 3Y | +194.7% | +13.2% | +181.6% | +166.4% |
| All | +194.7% | +13.1% | +181.6% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling