+211.0%
WELL vs BWA
+88.6%
+122.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | -1.3% | +4.3% | -5.6% | -1.9% |
| 30D | +0.5% | -2.9% | +3.4% | +0.8% |
| 3M | +19.1% | -12.4% | +31.5% | +21.2% |
| 6M | +17.0% | +28.6% | -11.6% | +11.0% |
| YTD | +29.2% | +48.2% | -19.0% | +18.8% |
| 1Y | +42.1% | +50.9% | -8.8% | +30.0% |
| 3Y | +204.5% | +72.2% | +132.4% | +168.1% |
| 5Y | +211.0% | +91.1% | +119.9% | +165.0% |
| All | +211.0% | +88.6% | +122.4% | +165.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling