+1,462.8%
CRWD vs WELL
+267.8%
+1,195.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +4.5% | +0.1% | +4.4% | +4.5% |
| 30D | -9.1% | +5.7% | -14.8% | -10.1% |
| 3M | +0.5% | +4.6% | -4.2% | -0.5% |
| 6M | +61.1% | +11.9% | +49.3% | +57.0% |
| YTD | +93.4% | +33.6% | +59.8% | +80.8% |
| 1Y | +71.1% | +29.8% | +41.3% | +60.8% |
| 3Y | +351.1% | +202.2% | +148.9% | +251.6% |
| 5Y | +218.8% | +223.2% | -4.4% | +143.2% |
| All | +1,462.8% | +267.8% | +1,195.0% | +1,230.8% |
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 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