+5,156.3%
WELL vs BRKR
+172.5%
+4,983.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -0.2% | -8.7% | +8.4% | +0.7% |
| 30D | +2.3% | -9.9% | +12.2% | +3.4% |
| 3M | +12.3% | -3.1% | +15.4% | +11.9% |
| 6M | +15.6% | +45.5% | -29.9% | +9.3% |
| YTD | +28.3% | +13.7% | +14.6% | +24.4% |
| 1Y | +41.9% | +67.4% | -25.5% | +31.2% |
| 3Y | +198.3% | -13.2% | +211.6% | +190.3% |
| 5Y | +206.4% | -39.5% | +245.9% | +207.7% |
| 10Y | +356.0% | +153.5% | +202.5% | +288.6% |
| All | +5,156.3% | +172.5% | +4,983.8% | +3,540.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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