+3,231.7%
CLS vs WELL
+4,710.6%
-1,478.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.7% |
| 7D | +4.6% | -0.8% | +5.4% | +5.0% |
| 30D | -13.9% | -0.1% | -13.8% | -13.8% |
| 3M | -26.6% | +18.0% | -44.6% | -32.8% |
| 6M | +15.4% | +15.0% | +0.4% | +6.5% |
| YTD | +5.7% | +28.6% | -22.9% | -7.5% |
| 1Y | +41.1% | +42.9% | -1.8% | +17.3% |
| 3Y | +1,228.6% | +203.0% | +1,025.6% | +671.0% |
| 5Y | +3,240.6% | +206.9% | +3,033.8% | +1,788.0% |
| 10Y | +2,760.3% | +339.5% | +2,420.9% | +1,147.2% |
| All | +3,231.7% | +4,710.6% | -1,478.9% | +285.8% |
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