+110.1%
CIEN vs WELL
+5,701.1%
-5,591.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +0.8% |
| 7D | -9.3% | +3.0% | -12.4% | -10.6% |
| 30D | -39.5% | +10.2% | -49.7% | -42.5% |
| 3M | -29.8% | +6.1% | -35.9% | -32.2% |
| 6M | -50.4% | +16.6% | -67.0% | -54.5% |
| YTD | +16.3% | +35.3% | -19.0% | -0.1% |
| 1Y | +30.4% | +31.5% | -1.1% | +13.0% |
| 3Y | +516.6% | +206.5% | +310.1% | +257.6% |
| 5Y | +349.8% | +222.0% | +127.8% | +148.6% |
| 10Y | +1,184.7% | +473.8% | +710.9% | +338.5% |
| All | +110.1% | +5,701.1% | -5,591.0% | -74.4% |
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