+8,359.6%
WELL vs BWA
+2,583.4%
+5,776.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.0% |
| 7D | +3.0% | -2.4% | +5.5% | +3.6% |
| 30D | +10.2% | -17.7% | +27.9% | +15.4% |
| 3M | +6.1% | -27.0% | +33.1% | +14.1% |
| 6M | +16.6% | -17.3% | +33.9% | +20.5% |
| YTD | +35.3% | +12.9% | +22.5% | +27.4% |
| 1Y | +31.5% | +12.9% | +18.6% | +23.5% |
| 3Y | +206.5% | +62.1% | +144.4% | +154.8% |
| 5Y | +222.0% | +30.7% | +191.2% | +177.0% |
| 10Y | +473.8% | +89.2% | +384.6% | +323.3% |
| All | +8,359.6% | +2,583.4% | +5,776.2% | +3,738.5% |
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