+1,682.9%
WELL vs BLDR
+416.0%
+1,266.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | +0.1% |
| 7D | +3.5% | -2.7% | +6.2% | +3.8% |
| 30D | +9.7% | +24.8% | -15.1% | +5.5% |
| 3M | +4.8% | -11.7% | +16.5% | +6.2% |
| 6M | +16.1% | -14.8% | +30.8% | +17.4% |
| YTD | +34.7% | -35.9% | +70.6% | +41.5% |
| 1Y | +31.9% | -39.7% | +71.6% | +39.7% |
| 3Y | +209.9% | -45.6% | +255.4% | +221.6% |
| 5Y | +226.5% | -2.5% | +229.1% | +198.3% |
| 10Y | +455.3% | +597.4% | -142.1% | +254.1% |
| All | +1,682.9% | +416.0% | +1,266.9% | +614.4% |
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 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