+29.8%
WELL vs BLDR
-42.6%
+72.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | +0.1% | -3.0% | +3.1% | +0.2% |
| 30D | +5.7% | +20.1% | -14.5% | +5.5% |
| 3M | +4.6% | -17.5% | +22.1% | +4.5% |
| 6M | +11.9% | -16.1% | +27.9% | +11.7% |
| YTD | +33.6% | -41.0% | +74.6% | +32.8% |
| 1Y | +29.8% | -41.6% | +71.4% | +28.8% |
| All | +29.8% | -42.6% | +72.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling