+11.7%
CRCL vs WELL
+58.1%
-46.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.4% |
| 7D | +4.9% | -1.1% | +6.0% | +4.6% |
| 30D | +38.7% | +0.7% | +37.9% | +39.0% |
| 3M | +14.7% | +14.5% | +0.1% | +17.3% |
| 6M | -16.9% | +14.4% | -31.3% | -14.0% |
| YTD | +17.3% | +28.5% | -11.2% | +22.7% |
| 1Y | -21.2% | +41.8% | -63.0% | -16.6% |
| All | +11.7% | +58.1% | -46.4% | +12.9% |
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