+1,333.1%
WELL vs BUD
+201.1%
+1,132.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -0.1% | -5.7% | +5.6% | +2.5% |
| 3M | +18.0% | +3.1% | +14.9% | +16.2% |
| 6M | +15.0% | +7.9% | +7.1% | +10.4% |
| YTD | +28.6% | +27.3% | +1.3% | +14.3% |
| 1Y | +42.9% | +37.8% | +5.1% | +22.0% |
| 3Y | +203.0% | +49.8% | +153.2% | +142.4% |
| 5Y | +206.9% | +43.8% | +163.0% | +142.6% |
| 10Y | +339.5% | -22.6% | +362.1% | +303.1% |
| All | +1,333.1% | +201.1% | +1,132.0% | +613.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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