+48.9%
CIEN vs WELL
+37.3%
+11.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.8% | -12.1% | -9.0% |
| 7D | -25.0% | +9.2% | -34.2% | -24.7% |
| 30D | -30.1% | +10.6% | -40.8% | -30.3% |
| 3M | -33.8% | +7.5% | -41.3% | -33.8% |
| 6M | -49.4% | +15.0% | -64.5% | -50.0% |
| YTD | +16.4% | +35.0% | -18.6% | +10.6% |
| 1Y | +48.9% | +36.5% | +12.4% | +22.3% |
| All | +48.9% | +37.3% | +11.6% | +22.3% |
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