+3.3%
CAT vs WELL
+32.5%
-29.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -6.3% | +3.0% | -9.4% | -6.2% |
| 30D | -26.8% | +10.2% | -37.0% | -26.9% |
| 3M | -30.0% | +6.1% | -36.2% | -30.0% |
| 6M | -34.6% | +16.6% | -51.2% | -35.3% |
| YTD | +2.9% | +35.3% | -32.4% | +0.3% |
| 1Y | +3.3% | +31.5% | -28.2% | -0.1% |
| All | +3.3% | +32.5% | -29.2% | -0.1% |
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