+1,671.6%
WELL vs BLDR
+370.3%
+1,301.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.4% |
| 7D | +0.1% | -8.2% | +8.4% | +1.5% |
| 30D | +6.8% | +16.3% | -9.5% | +3.9% |
| 3M | +6.7% | -17.0% | +23.7% | +9.3% |
| 6M | +13.8% | -17.4% | +31.2% | +15.7% |
| YTD | +33.8% | -41.6% | +75.4% | +42.7% |
| 1Y | +29.6% | -43.5% | +73.1% | +38.7% |
| 3Y | +203.1% | -51.6% | +254.7% | +220.5% |
| 5Y | +223.8% | -11.6% | +235.4% | +200.5% |
| 10Y | +462.8% | +480.9% | -18.1% | +269.0% |
| All | +1,671.6% | +370.3% | +1,301.3% | +620.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling