-29.6%
CLS vs WELL
+37.3%
-66.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +2.8% | -11.9% | -7.8% |
| 7D | -21.1% | +9.2% | -30.3% | -17.9% |
| 30D | -38.2% | +10.6% | -48.9% | -35.8% |
| 3M | -36.3% | +7.5% | -43.8% | -34.2% |
| 6M | -43.8% | +15.0% | -58.8% | -39.9% |
| YTD | -20.0% | +35.0% | -55.1% | -22.8% |
| 1Y | -29.6% | +36.5% | -66.1% | -43.6% |
| All | -29.6% | +37.3% | -66.9% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling