+639.5%
CEG vs WELL
+201.2%
+438.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +6.9% | +5.5% |
| 7D | +8.0% | -0.8% | +8.8% | +8.2% |
| 30D | +12.9% | -0.1% | +13.0% | +12.8% |
| 3M | +13.2% | +18.0% | -4.9% | +6.5% |
| 6M | -7.0% | +15.0% | -22.0% | -11.6% |
| YTD | -15.0% | +28.6% | -43.6% | -22.1% |
| 1Y | -2.7% | +42.9% | -45.6% | -14.3% |
| 3Y | +184.1% | +203.0% | -19.0% | +89.7% |
| All | +639.5% | +201.2% | +438.3% | +435.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling