+1,406.1%
WELL vs BUD
+215.1%
+1,191.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.9% |
| 7D | +0.1% | +0.5% | -0.4% | -0.2% |
| 30D | +7.8% | +7.4% | +0.4% | +4.2% |
| 3M | +10.2% | +4.3% | +5.9% | +7.8% |
| 6M | +16.4% | +5.3% | +11.1% | +13.0% |
| YTD | +35.2% | +33.2% | +1.9% | +17.3% |
| 1Y | +30.5% | +31.8% | -1.3% | +13.6% |
| 3Y | +206.1% | +47.8% | +158.3% | +146.3% |
| 5Y | +228.3% | +50.2% | +178.1% | +154.9% |
| 10Y | +468.3% | -4.8% | +473.1% | +379.8% |
| All | +1,406.1% | +215.1% | +1,191.0% | +632.6% |
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