+42.9%
WELL vs BTI
+5.0%
+37.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -1.8% |
| 7D | -0.8% | -1.4% | +0.6% | -0.4% |
| 30D | -0.1% | -6.6% | +6.5% | +1.6% |
| 3M | +18.0% | -3.0% | +21.0% | +19.0% |
| 6M | +15.0% | -6.7% | +21.7% | +16.7% |
| YTD | +28.6% | +0.6% | +28.1% | +29.5% |
| 1Y | +42.9% | +5.6% | +37.3% | +41.6% |
| All | +42.9% | +5.0% | +37.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling