+607.8%
CIEN vs WELL
+204.7%
+403.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.9% | +6.2% |
| 7D | -5.3% | -1.3% | -4.0% | -5.0% |
| 30D | -17.2% | +0.5% | -17.8% | -17.4% |
| 3M | -26.9% | +19.1% | -45.9% | -31.0% |
| 6M | +16.0% | +17.0% | -1.0% | +10.3% |
| YTD | +45.9% | +29.2% | +16.7% | +35.4% |
| 1Y | +186.8% | +42.1% | +144.6% | +157.9% |
| 3Y | +607.8% | +204.5% | +403.2% | +379.1% |
| All | +607.8% | +204.7% | +403.0% | +379.1% |
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 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