+1,171.0%
WELL vs BIL
+30.4%
+1,140.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.0% |
| 7D | -0.8% | +0.1% | -0.9% | -0.7% |
| 30D | -0.1% | +0.3% | -0.4% | +0.3% |
| 3M | +18.0% | +0.9% | +17.1% | +19.5% |
| 6M | +15.0% | +1.8% | +13.2% | +17.8% |
| YTD | +28.6% | +2.4% | +26.2% | +32.9% |
| 1Y | +42.9% | +3.7% | +39.2% | +50.3% |
| 3Y | +203.0% | +14.2% | +188.9% | +269.5% |
| 5Y | +206.9% | +19.4% | +187.5% | +303.4% |
| 10Y | +339.5% | +25.2% | +314.3% | +523.2% |
| All | +1,171.0% | +30.4% | +1,140.7% | +1,627.4% |
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 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