+1,460.5%
CIEN vs WELL
+340.0%
+1,120.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -4.6% | -1.1% | -3.4% | -4.3% |
| 30D | -12.8% | +0.7% | -13.6% | -13.0% |
| 3M | -23.1% | +14.5% | -37.6% | -25.9% |
| 6M | +6.1% | +14.4% | -8.3% | +2.1% |
| YTD | +44.5% | +28.5% | +16.1% | +35.3% |
| 1Y | +176.6% | +41.8% | +134.9% | +152.0% |
| 3Y | +601.0% | +202.8% | +398.1% | +424.9% |
| 5Y | +509.1% | +208.8% | +300.3% | +348.7% |
| 10Y | +1,460.5% | +356.5% | +1,103.9% | +894.8% |
| All | +1,460.5% | +340.0% | +1,120.5% | +894.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling