+18,665.9%
WELL vs BP
+1,327.5%
+17,338.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.2% |
| 7D | -0.8% | +3.9% | -4.7% | -1.8% |
| 30D | -0.1% | +7.6% | -7.7% | -2.2% |
| 3M | +18.0% | +0.7% | +17.3% | +17.3% |
| 6M | +15.0% | +15.5% | -0.5% | +9.6% |
| YTD | +28.6% | +30.8% | -2.2% | +18.1% |
| 1Y | +42.9% | +34.3% | +8.6% | +29.9% |
| 3Y | +203.0% | +35.1% | +168.0% | +169.5% |
| 5Y | +206.9% | +126.8% | +80.0% | +128.9% |
| 10Y | +339.5% | +123.4% | +216.1% | +217.5% |
| All | +18,665.9% | +1,327.5% | +17,338.4% | +11,127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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