+25,808.1%
CAT vs WELL
+18,826.3%
+6,981.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.4% |
| 7D | +1.7% | -0.8% | +2.5% | +1.9% |
| 30D | -6.6% | -0.1% | -6.5% | -6.6% |
| 3M | -13.3% | +18.0% | -31.3% | -18.6% |
| 6M | +11.6% | +15.0% | -3.4% | +5.7% |
| YTD | +42.9% | +28.6% | +14.3% | +30.2% |
| 1Y | +95.4% | +42.9% | +52.5% | +71.1% |
| 3Y | +196.6% | +203.0% | -6.4% | +97.3% |
| 5Y | +321.7% | +206.9% | +114.8% | +175.9% |
| 10Y | +1,140.8% | +339.5% | +801.3% | +551.2% |
| All | +25,808.1% | +18,826.3% | +6,981.8% | +5,962.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling