+1,325.8%
CRWD vs WELL
+253.3%
+1,072.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -6.8% | +2.3% | -9.1% | -7.2% |
| 3M | +19.6% | +12.3% | +7.3% | +16.7% |
| 6M | +87.1% | +15.6% | +71.5% | +80.7% |
| YTD | +76.4% | +28.3% | +48.1% | +66.4% |
| 1Y | +90.8% | +41.9% | +48.9% | +75.7% |
| 3Y | +380.0% | +198.3% | +181.6% | +275.0% |
| 5Y | +215.6% | +206.4% | +9.2% | +143.1% |
| All | +1,325.8% | +253.3% | +1,072.5% | +1,124.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling