-21.3%
CDNS vs WELL
+41.6%
-63.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | 0.0% |
| 7D | -7.2% | -1.1% | -6.1% | -7.6% |
| 30D | -14.3% | +0.7% | -15.0% | -13.9% |
| 3M | -27.2% | +14.5% | -41.7% | -23.2% |
| 6M | -4.5% | +14.4% | -18.9% | +1.8% |
| YTD | -9.0% | +28.5% | -37.4% | -4.0% |
| 1Y | -21.3% | +41.8% | -63.1% | -19.1% |
| All | -21.3% | +41.6% | -63.0% | -19.1% |
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