+1,218.6%
WELL vs BIL
+30.4%
+1,188.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | +4.4% | -0.3% | +4.7% | +4.1% |
| 30D | +10.8% | 0.0% | +10.8% | +10.8% |
| 3M | +4.2% | +0.3% | +3.9% | +4.6% |
| 6M | +14.0% | +1.2% | +12.8% | +15.9% |
| YTD | +33.4% | +2.5% | +31.0% | +37.8% |
| 1Y | +32.4% | +3.0% | +29.4% | +37.9% |
| 3Y | +194.7% | +13.2% | +181.6% | +254.1% |
| 5Y | +226.5% | +19.4% | +207.0% | +329.3% |
| 10Y | +429.8% | +25.2% | +404.6% | +651.2% |
| All | +1,218.6% | +30.4% | +1,188.2% | +1,692.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling