+1,062.3%
WELL vs BTG
+392.0%
+670.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -2.0% |
| 7D | -0.8% | -0.9% | +0.1% | -0.8% |
| 30D | -0.1% | +36.8% | -36.9% | -1.8% |
| 3M | +18.0% | +23.1% | -5.1% | +16.5% |
| 6M | +15.0% | +3.5% | +11.5% | +14.3% |
| YTD | +28.6% | +25.5% | +3.1% | +26.3% |
| 1Y | +42.9% | +40.1% | +2.8% | +39.2% |
| 3Y | +203.0% | +101.1% | +101.9% | +187.6% |
| 5Y | +206.9% | +70.6% | +136.3% | +191.9% |
| 10Y | +339.5% | +152.1% | +187.3% | +305.9% |
| All | +1,062.3% | +392.0% | +670.3% | +1,037.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling