+198,812.8%
CSCO vs WELL
+19,513.4%
+179,299.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.7% | +2.7% | -7.4% | -5.4% |
| 30D | -17.1% | +9.8% | -26.9% | -19.6% |
| 3M | -19.6% | +5.8% | -25.4% | -21.2% |
| 6M | +2.4% | +16.2% | -13.8% | -3.2% |
| YTD | +29.8% | +34.9% | -5.1% | +16.7% |
| 1Y | +38.7% | +31.0% | +7.6% | +25.6% |
| 3Y | +101.3% | +205.4% | -104.1% | +38.0% |
| 5Y | +94.8% | +220.8% | -126.0% | +29.4% |
| 10Y | +324.2% | +471.8% | -147.6% | +110.6% |
| All | +198,812.8% | +19,513.4% | +179,299.4% | +42,701.9% |
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