+443.3%
WELL vs BWA
+94.6%
+348.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +0.1% | +7.3% | -7.1% | -1.7% |
| 30D | +6.8% | -15.8% | +22.6% | +11.4% |
| 3M | +6.7% | -25.7% | +32.5% | +14.6% |
| 6M | +13.8% | -19.6% | +33.4% | +18.4% |
| YTD | +33.8% | +14.1% | +19.8% | +24.1% |
| 1Y | +29.6% | +12.2% | +17.5% | +20.5% |
| 3Y | +203.1% | +63.8% | +139.3% | +141.9% |
| 5Y | +223.8% | +28.7% | +195.1% | +172.3% |
| All | +443.3% | +94.6% | +348.7% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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