+2,861.1%
WELL vs BNS
+1,485.2%
+1,375.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +0.1% | +0.9% | -0.8% | -0.4% |
| 30D | +5.7% | +2.8% | +2.9% | +3.9% |
| 3M | +4.6% | +3.0% | +1.6% | +2.4% |
| 6M | +11.9% | +23.3% | -11.4% | -1.3% |
| YTD | +33.6% | +29.3% | +4.2% | +14.3% |
| 1Y | +29.8% | +41.7% | -11.9% | +5.4% |
| 3Y | +202.2% | +147.7% | +54.4% | +76.6% |
| 5Y | +223.2% | +79.4% | +143.8% | +123.5% |
| 10Y | +461.7% | +188.5% | +273.2% | +198.1% |
| All | +2,861.1% | +1,485.2% | +1,375.9% | +655.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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