+41.8%
WELL vs BWA
+48.6%
-6.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -1.1% | +0.1% | -1.3% | -1.1% |
| 30D | +0.7% | -5.6% | +6.3% | +0.9% |
| 3M | +14.5% | -10.7% | +25.2% | +15.0% |
| 6M | +14.4% | +23.2% | -8.8% | +11.2% |
| YTD | +28.5% | +46.0% | -17.5% | +24.3% |
| 1Y | +41.8% | +51.2% | -9.4% | +36.3% |
| All | +41.8% | +48.6% | -6.9% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling