+8.9%
CAT vs WELL
+37.3%
-28.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.8% | -8.1% | -5.1% |
| 7D | -17.1% | +9.2% | -26.3% | -16.9% |
| 30D | -30.1% | +10.6% | -40.7% | -30.3% |
| 3M | -32.4% | +7.5% | -39.9% | -32.4% |
| 6M | -32.1% | +15.0% | -47.1% | -32.6% |
| YTD | +4.1% | +35.0% | -31.0% | +1.2% |
| 1Y | +8.9% | +36.5% | -27.6% | +4.4% |
| All | +8.9% | +37.3% | -28.4% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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