-16.2%
CDNS vs WELL
+42.4%
-58.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -4.7% |
| 7D | -14.0% | -0.8% | -13.2% | -14.2% |
| 30D | -13.2% | -0.1% | -13.1% | -13.1% |
| 3M | -28.9% | +18.0% | -46.9% | -24.1% |
| 6M | -4.2% | +15.0% | -19.2% | +2.1% |
| YTD | -6.4% | +28.6% | -35.0% | -1.4% |
| 1Y | -16.2% | +42.9% | -59.1% | -14.3% |
| All | -16.2% | +42.4% | -58.6% | -14.3% |
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