+7,939.4%
WELL vs BWA
+3,492.4%
+4,447.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.8% | -2.7% |
| 7D | -0.8% | +5.7% | -6.5% | -2.2% |
| 30D | -0.1% | +1.4% | -1.5% | -0.6% |
| 3M | +18.0% | -12.1% | +30.1% | +21.0% |
| 6M | +15.0% | +28.6% | -13.6% | +6.3% |
| YTD | +28.6% | +51.1% | -22.5% | +13.1% |
| 1Y | +42.9% | +55.9% | -13.0% | +24.2% |
| 3Y | +203.0% | +70.1% | +132.9% | +150.0% |
| 5Y | +206.9% | +90.7% | +116.2% | +140.3% |
| 10Y | +339.5% | +154.0% | +185.5% | +202.0% |
| All | +7,939.4% | +3,492.4% | +4,447.0% | +3,305.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling