+208.8%
WELL vs BR
+7.6%
+201.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.1% | -5.0% | +3.9% | +0.4% |
| 30D | +0.7% | -2.5% | +3.2% | +1.4% |
| 3M | +14.5% | +13.5% | +1.0% | +9.7% |
| 6M | +14.4% | -9.4% | +23.8% | +17.9% |
| YTD | +28.5% | -23.3% | +51.7% | +40.7% |
| 1Y | +41.8% | -31.6% | +73.4% | +62.8% |
| 3Y | +202.8% | -5.1% | +207.9% | +198.0% |
| 5Y | +208.8% | +8.2% | +200.6% | +172.2% |
| All | +208.8% | +7.6% | +201.2% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling