+9.3%
CAT vs WELL
+29.0%
-19.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +7.4% | +0.1% | +7.3% | +7.4% |
| 30D | -19.7% | +5.7% | -25.3% | -19.6% |
| 3M | -29.6% | +4.6% | -34.2% | -29.5% |
| 6M | -33.2% | +11.9% | -45.1% | -33.2% |
| YTD | +5.7% | +33.6% | -27.9% | +3.2% |
| 1Y | +9.3% | +29.8% | -20.4% | +6.4% |
| All | +9.3% | +29.0% | -19.7% | +6.4% |
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