-32.5%
CBRS vs WELL
+7.1%
-39.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -2.1% | +12.4% | +7.9% |
| 7D | +17.3% | -0.8% | +18.1% | +16.5% |
| 30D | -2.0% | -0.1% | -1.9% | -2.2% |
| 3M | -2.5% | +18.0% | -20.5% | +14.7% |
| All | -32.5% | +7.1% | -39.5% | -25.7% |
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 · Available span rolling