+2,104.6%
CLS vs WELL
+4,890.7%
-2,786.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -22.2% | +4.4% | -26.6% | -23.7% |
| 30D | -44.4% | +10.8% | -55.2% | -47.3% |
| 3M | -34.3% | +4.2% | -38.5% | -36.0% |
| 6M | -50.1% | +14.0% | -64.1% | -54.1% |
| YTD | -30.1% | +33.4% | -63.5% | -40.3% |
| 1Y | -39.3% | +32.4% | -71.8% | -48.1% |
| 3Y | +732.7% | +194.7% | +538.0% | +385.7% |
| 5Y | +1,777.2% | +226.5% | +1,550.7% | +925.7% |
| 10Y | +1,645.6% | +429.8% | +1,215.8% | +593.5% |
| All | +2,104.6% | +4,890.7% | -2,786.1% | +149.1% |
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 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