+18,665.9%
WELL vs BTI
+6,053.4%
+12,612.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -1.8% |
| 7D | -0.8% | -1.4% | +0.6% | -0.5% |
| 30D | -0.1% | -6.6% | +6.5% | +1.3% |
| 3M | +18.0% | -3.0% | +21.0% | +18.7% |
| 6M | +15.0% | -6.7% | +21.7% | +16.4% |
| YTD | +28.6% | +0.6% | +28.1% | +28.0% |
| 1Y | +42.9% | +5.6% | +37.3% | +40.7% |
| 3Y | +203.0% | +110.3% | +92.7% | +157.6% |
| 5Y | +206.9% | +114.3% | +92.6% | +158.9% |
| 10Y | +339.5% | +67.7% | +271.8% | +281.6% |
| All | +18,665.9% | +6,053.4% | +12,612.5% | +12,247.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling