+443.3%
WELL vs BTI
+128.6%
+314.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +0.1% | -3.2% | +3.4% | +1.4% |
| 30D | +6.8% | +9.7% | -2.9% | +2.9% |
| 3M | +6.7% | +11.1% | -4.3% | +2.2% |
| 6M | +13.8% | -1.2% | +15.0% | +13.8% |
| YTD | +33.8% | +12.7% | +21.2% | +26.4% |
| 1Y | +29.6% | +15.8% | +13.8% | +20.9% |
| 3Y | +203.1% | +148.9% | +54.2% | +102.8% |
| 5Y | +223.8% | +151.9% | +71.9% | +111.7% |
| All | +443.3% | +128.6% | +314.7% | +239.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling