+189.0%
CDE vs WELL
+203.1%
-14.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | +9.5% | +2.3% | +7.1% | +8.1% |
| 3M | +25.5% | +12.3% | +13.2% | +17.2% |
| 6M | -7.9% | +15.6% | -23.5% | -16.0% |
| YTD | +15.6% | +28.3% | -12.8% | -1.3% |
| 1Y | +34.0% | +41.9% | -7.9% | +6.3% |
| 3Y | +791.9% | +198.3% | +593.6% | +332.5% |
| All | +189.0% | +203.1% | -14.1% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling