+30.5%
WELL vs BLDR
-42.4%
+72.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | +0.1% | -10.3% | +10.4% | +0.4% |
| 30D | +7.8% | +19.6% | -11.8% | +7.5% |
| 3M | +10.2% | -17.0% | +27.2% | +10.0% |
| 6M | +16.4% | -16.7% | +33.1% | +16.2% |
| YTD | +35.2% | -39.4% | +74.6% | +34.3% |
| 1Y | +30.5% | -41.7% | +72.1% | +29.4% |
| All | +30.5% | -42.4% | +72.9% | +29.4% |
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