+23.0%
CDNS vs WELL
+203.3%
-180.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.8% |
| 7D | -14.0% | -0.8% | -13.2% | -13.9% |
| 30D | -13.2% | -0.1% | -13.1% | -13.2% |
| 3M | -28.9% | +18.0% | -46.9% | -30.9% |
| 6M | -4.2% | +15.0% | -19.2% | -6.8% |
| YTD | -6.4% | +28.6% | -35.0% | -12.8% |
| 1Y | -16.2% | +42.9% | -59.1% | -25.5% |
| All | +23.0% | +203.3% | -180.4% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling