+225.5%
CRWD vs WELL
+203.1%
+22.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.3% |
| 3M | +19.6% | +12.3% | +7.3% | +16.1% |
| 6M | +87.1% | +15.6% | +71.5% | +79.2% |
| YTD | +76.4% | +28.3% | +48.1% | +63.2% |
| 1Y | +90.8% | +41.9% | +48.9% | +69.9% |
| 3Y | +380.0% | +198.3% | +181.6% | +225.3% |
| All | +225.5% | +203.1% | +22.4% | +121.5% |
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