+208.8%
WELL vs BTG
+75.0%
+133.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -0.7% |
| 7D | -1.1% | +2.4% | -3.5% | -1.3% |
| 30D | +0.7% | +9.5% | -8.7% | -0.2% |
| 3M | +14.5% | +38.5% | -24.0% | +10.6% |
| 6M | +14.4% | +5.6% | +8.8% | +13.0% |
| YTD | +28.5% | +23.9% | +4.5% | +23.8% |
| 1Y | +41.8% | +32.1% | +9.6% | +34.7% |
| 3Y | +202.8% | +103.2% | +99.6% | +165.8% |
| 5Y | +208.8% | +79.7% | +129.1% | +177.1% |
| All | +208.8% | +75.0% | +133.8% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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