+226.5%
WELL vs BWA
+34.0%
+192.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.4% | -4.4% | +0.2% |
| 7D | +3.5% | -0.6% | +4.1% | +3.5% |
| 30D | +9.7% | -16.1% | +25.8% | +12.2% |
| 3M | +4.8% | -24.6% | +29.4% | +8.7% |
| 6M | +16.1% | -15.7% | +31.8% | +17.4% |
| YTD | +34.7% | +15.1% | +19.6% | +28.0% |
| 1Y | +31.9% | +15.9% | +16.1% | +25.1% |
| 3Y | +209.9% | +67.1% | +142.8% | +165.8% |
| 5Y | +226.5% | +34.7% | +191.8% | +192.8% |
| All | +226.5% | +34.0% | +192.6% | +192.8% |
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 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