+19,368.3%
WELL vs BP
+1,351.0%
+18,017.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +4.4% | -11.6% | +16.1% | +7.8% |
| 30D | +10.8% | 0.0% | +10.8% | +10.6% |
| 3M | +4.2% | +6.7% | -2.5% | +2.0% |
| 6M | +14.0% | +2.2% | +11.8% | +12.3% |
| YTD | +33.4% | +33.0% | +0.4% | +21.6% |
| 1Y | +32.4% | +30.7% | +1.7% | +21.1% |
| 3Y | +194.7% | +44.2% | +150.6% | +157.2% |
| 5Y | +226.5% | +105.1% | +121.3% | +150.6% |
| 10Y | +429.8% | +133.5% | +296.3% | +277.5% |
| All | +19,368.3% | +1,351.0% | +18,017.3% | +11,460.6% |
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