+25.9%
CSCO vs WELL
+29.0%
-3.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.2% | -6.1% | -6.3% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -15.8% | +5.7% | -21.5% | -14.6% |
| 3M | -15.4% | +4.6% | -20.0% | -14.3% |
| 6M | -5.4% | +11.9% | -17.3% | -0.9% |
| YTD | +26.5% | +33.6% | -7.1% | +30.5% |
| 1Y | +25.9% | +29.8% | -3.9% | +29.8% |
| All | +25.9% | +29.0% | -3.2% | +29.8% |
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