+208.8%
WELL vs BTDR
+24.7%
+184.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.5% |
| 7D | -1.1% | +14.8% | -15.9% | -1.2% |
| 30D | +0.7% | +41.8% | -41.1% | +0.4% |
| 3M | +14.5% | -29.2% | +43.7% | +14.8% |
| 6M | +14.4% | +66.2% | -51.8% | +13.1% |
| YTD | +28.5% | +10.0% | +18.5% | +27.5% |
| 1Y | +41.8% | -11.0% | +52.7% | +40.8% |
| 3Y | +202.8% | +6.9% | +195.9% | +194.6% |
| 5Y | +208.8% | +24.7% | +184.1% | +186.8% |
| All | +208.8% | +24.7% | +184.1% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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