+8.5%
CRCL vs WELL
+58.0%
-49.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -12.5% | -2.2% | -10.3% | -12.9% |
| 30D | +26.9% | +4.7% | +22.2% | +28.3% |
| 3M | +14.4% | +11.9% | +2.5% | +16.8% |
| 6M | -23.5% | +14.3% | -37.8% | -20.9% |
| YTD | +13.9% | +28.4% | -14.5% | +19.1% |
| 1Y | -20.6% | +42.3% | -62.8% | -16.1% |
| All | +8.5% | +58.0% | -49.5% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling