+2.1%
CRWV vs WELL
+42.4%
-40.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.1% | +7.7% | +4.3% |
| 7D | +6.1% | -0.8% | +6.9% | +5.6% |
| 30D | -0.6% | -0.1% | -0.5% | -1.2% |
| 3M | -17.3% | +18.0% | -35.3% | -8.4% |
| 6M | +12.4% | +15.0% | -2.6% | +23.2% |
| YTD | +24.8% | +28.6% | -3.8% | +44.1% |
| 1Y | +2.1% | +42.9% | -40.8% | +30.8% |
| All | +2.1% | +42.4% | -40.3% | +30.8% |
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