+382.4%
CRWD vs WELL
+201.2%
+181.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | +2.2% | -1.1% | +3.3% | +2.2% |
| 30D | -7.7% | +0.7% | -8.5% | -7.8% |
| 3M | +28.9% | +14.5% | +14.4% | +27.7% |
| 6M | +91.5% | +14.4% | +77.1% | +89.4% |
| YTD | +77.3% | +28.5% | +48.9% | +70.7% |
| 1Y | +96.3% | +41.8% | +54.5% | +83.2% |
| All | +382.4% | +201.2% | +181.2% | +260.7% |
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