+147.9%
CIEN vs WELL
+5,413.0%
-5,265.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +2.0% |
| 7D | -15.2% | -0.8% | -14.4% | -15.0% |
| 30D | -21.5% | -0.1% | -21.4% | -21.5% |
| 3M | -40.1% | +18.0% | -58.1% | -45.0% |
| 6M | -6.6% | +15.0% | -21.6% | -13.0% |
| YTD | +37.3% | +28.6% | +8.6% | +21.5% |
| 1Y | +174.5% | +42.9% | +131.6% | +130.5% |
| 3Y | +562.3% | +203.0% | +359.2% | +287.9% |
| 5Y | +463.9% | +206.9% | +257.1% | +219.9% |
| 10Y | +1,302.4% | +339.5% | +962.9% | +458.4% |
| All | +147.9% | +5,413.0% | -5,265.1% | -68.9% |
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