+8.9%
CRCL vs WELL
+57.9%
-49.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -0.2% | -11.0% | -11.3% |
| 30D | +27.1% | +2.3% | +24.8% | +27.8% |
| 3M | +9.6% | +12.3% | -2.6% | +12.0% |
| 6M | -19.7% | +15.6% | -35.3% | -16.9% |
| YTD | +14.2% | +28.3% | -14.1% | +19.5% |
| 1Y | -32.2% | +41.9% | -74.2% | -28.4% |
| All | +8.9% | +57.9% | -49.1% | +10.0% |
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