+18,665.9%
WELL vs BN
+15,251.3%
+3,414.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -0.8% | -2.5% | +1.7% | 0.0% |
| 30D | -0.1% | -9.5% | +9.4% | +3.3% |
| 3M | +18.0% | -10.4% | +28.4% | +22.1% |
| 6M | +15.0% | -6.4% | +21.4% | +16.6% |
| YTD | +28.6% | -11.9% | +40.5% | +32.5% |
| 1Y | +42.9% | -8.6% | +51.5% | +44.8% |
| 3Y | +203.0% | +77.6% | +125.5% | +135.2% |
| 5Y | +206.9% | +37.0% | +169.8% | +155.8% |
| 10Y | +339.5% | +266.4% | +73.1% | +169.7% |
| All | +18,665.9% | +15,251.3% | +3,414.5% | +5,256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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