+1,751.5%
CLS vs WELL
+451.0%
+1,300.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.0% | +6.9% | +7.5% |
| 7D | -10.6% | +3.5% | -14.0% | -11.8% |
| 30D | -38.4% | +9.7% | -48.2% | -41.1% |
| 3M | -29.9% | +4.8% | -34.7% | -31.6% |
| 6M | -40.6% | +16.1% | -56.7% | -45.5% |
| YTD | -24.6% | +34.7% | -59.3% | -35.1% |
| 1Y | -30.8% | +31.9% | -62.7% | -40.0% |
| 3Y | +811.7% | +209.9% | +601.9% | +432.5% |
| 5Y | +1,838.4% | +226.5% | +1,611.9% | +984.5% |
| 10Y | +1,751.5% | +455.3% | +1,296.2% | +704.4% |
| All | +1,751.5% | +451.0% | +1,300.5% | +704.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling