+42.9%
WELL vs BLK
+3.3%
+39.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -2.1% |
| 7D | -0.8% | -3.6% | +2.8% | -0.9% |
| 30D | -0.1% | -1.0% | +0.9% | -0.1% |
| 3M | +18.0% | +10.4% | +7.7% | +17.9% |
| 6M | +15.0% | +8.2% | +6.8% | +14.4% |
| YTD | +28.6% | +6.0% | +22.6% | +28.1% |
| 1Y | +42.9% | +3.3% | +39.6% | +45.4% |
| All | +42.9% | +3.3% | +39.6% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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