+39.8%
CLSK vs WELL
+42.4%
-2.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +0.5% |
| 7D | +8.8% | -0.8% | +9.6% | +8.7% |
| 30D | -6.0% | -0.1% | -5.9% | -6.1% |
| 3M | -24.4% | +18.0% | -42.4% | -24.2% |
| 6M | +19.0% | +15.0% | +4.0% | +19.9% |
| YTD | +25.4% | +28.6% | -3.2% | +29.0% |
| 1Y | +39.8% | +42.9% | -3.2% | +60.7% |
| All | +39.8% | +42.4% | -2.7% | +60.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling