+1,763.7%
CLS vs WELL
+227.0%
+1,536.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -22.2% | +4.4% | -26.6% | -23.1% |
| 30D | -44.4% | +10.8% | -55.2% | -46.3% |
| 3M | -34.3% | +4.2% | -38.5% | -35.3% |
| 6M | -50.1% | +14.0% | -64.1% | -52.8% |
| YTD | -30.1% | +33.4% | -63.5% | -38.3% |
| 1Y | -39.3% | +32.4% | -71.8% | -46.3% |
| 3Y | +732.7% | +194.7% | +538.0% | +400.6% |
| All | +1,763.7% | +227.0% | +1,536.7% | +928.1% |
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