+198.7%
WELL vs BR
-5.1%
+203.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.1% | -5.0% | +3.9% | -0.2% |
| 30D | +0.7% | -2.5% | +3.2% | +1.2% |
| 3M | +14.5% | +13.5% | +1.0% | +11.4% |
| 6M | +14.4% | -9.4% | +23.8% | +17.7% |
| YTD | +28.5% | -23.3% | +51.7% | +40.3% |
| 1Y | +41.8% | -31.6% | +73.4% | +62.1% |
| All | +198.7% | -5.1% | +203.8% | +188.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling