+349.8%
WELL vs BR
+189.7%
+160.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.2% | -3.0% | +2.7% | +0.8% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +12.3% | +17.3% | -5.0% | +5.2% |
| 6M | +15.6% | -6.7% | +22.3% | +17.5% |
| YTD | +28.3% | -23.4% | +51.8% | +40.6% |
| 1Y | +41.9% | -32.7% | +74.6% | +64.0% |
| 3Y | +198.3% | -5.9% | +204.2% | +195.1% |
| 5Y | +206.4% | +8.4% | +198.0% | +179.5% |
| All | +349.8% | +189.7% | +160.1% | +178.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling