+3,542.1%
CLS vs WELL
+215.5%
+3,326.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.5% | +5.2% | +5.5% |
| 7D | +12.8% | -1.3% | +14.1% | +13.3% |
| 30D | +3.8% | +0.5% | +3.3% | +3.7% |
| 3M | -14.6% | +19.1% | -33.7% | -20.3% |
| 6M | +32.2% | +17.0% | +15.3% | +23.5% |
| YTD | +11.6% | +29.2% | -17.6% | -0.1% |
| 1Y | +35.1% | +42.1% | -7.1% | +15.9% |
| 3Y | +1,312.5% | +204.5% | +1,108.0% | +745.9% |
| 5Y | +3,542.1% | +211.0% | +3,331.1% | +1,962.1% |
| All | +3,542.1% | +215.5% | +3,326.6% | +1,962.1% |
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