+506.7%
CIEN vs WELL
+215.5%
+291.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -31.3% |
| 6M | +16.0% | +17.0% | -1.0% | +9.7% |
| YTD | +45.9% | +29.2% | +16.7% | +33.9% |
| 1Y | +186.8% | +42.1% | +144.6% | +154.2% |
| 3Y | +607.8% | +204.5% | +403.2% | +378.3% |
| 5Y | +506.7% | +211.0% | +295.8% | +301.2% |
| All | +506.7% | +215.5% | +291.3% | +301.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling