+71.2%
WELL vs BIYA
-99.9%
+171.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | +4.4% | -10.5% | +14.9% | +4.4% |
| 30D | +10.8% | -51.7% | +62.5% | +10.8% |
| 3M | +4.2% | -60.8% | +65.0% | +4.3% |
| 6M | +14.0% | -90.6% | +104.6% | +14.6% |
| YTD | +33.4% | -97.1% | +130.6% | +34.8% |
| 1Y | +32.4% | -99.1% | +131.5% | +34.4% |
| All | +71.2% | -99.9% | +171.1% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling