+92.8%
CRWD vs WELL
+42.2%
+50.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -2.8% | -2.2% | -0.6% | -3.8% |
| 30D | -5.9% | +4.7% | -10.6% | -4.1% |
| 3M | +29.0% | +11.9% | +17.0% | +35.8% |
| 6M | +91.5% | +14.3% | +77.2% | +105.1% |
| YTD | +78.2% | +28.4% | +49.9% | +97.1% |
| All | +92.8% | +42.2% | +50.6% | +117.8% |
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