+66.6%
CSCO vs WELL
+43.5%
+23.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | +0.1% |
| 7D | -0.5% | -1.3% | +0.8% | -0.8% |
| 30D | -10.1% | +0.5% | -10.6% | -10.0% |
| 3M | -11.7% | +19.1% | -30.8% | -8.6% |
| 6M | +40.1% | +17.0% | +23.1% | +43.8% |
| YTD | +43.8% | +29.2% | +14.6% | +46.0% |
| 1Y | +66.6% | +42.1% | +24.5% | +65.5% |
| All | +66.6% | +43.5% | +23.2% | +65.5% |
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 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