+19,554.2%
WELL vs BN
+16,294.4%
+3,259.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.8% | -2.9% | -0.4% |
| 7D | +3.5% | +3.6% | -0.1% | +2.2% |
| 30D | +9.7% | +15.9% | -6.1% | +4.2% |
| 3M | +4.8% | -2.3% | +7.1% | +5.3% |
| 6M | +16.1% | -8.4% | +24.5% | +18.8% |
| YTD | +34.7% | -5.9% | +40.6% | +35.4% |
| 1Y | +31.9% | -5.6% | +37.5% | +32.3% |
| 3Y | +209.9% | +104.2% | +105.6% | +129.2% |
| 5Y | +226.5% | +35.5% | +191.0% | +173.4% |
| 10Y | +455.3% | +285.2% | +170.0% | +233.9% |
| All | +19,554.2% | +16,294.4% | +3,259.9% | +5,374.7% |
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