+220,352.3%
CSCO vs WELL
+18,603.4%
+201,748.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.4% |
| 30D | -10.1% | -0.1% | -10.0% | -10.2% |
| 3M | -15.7% | +18.0% | -33.7% | -20.4% |
| 6M | +36.3% | +15.0% | +21.3% | +29.2% |
| YTD | +43.8% | +28.6% | +15.2% | +31.4% |
| 1Y | +63.9% | +42.9% | +21.0% | +44.5% |
| 3Y | +104.4% | +203.0% | -98.7% | +40.4% |
| 5Y | +111.4% | +206.9% | -95.5% | +42.3% |
| 10Y | +361.7% | +339.5% | +22.2% | +151.0% |
| All | +220,352.3% | +18,603.4% | +201,748.9% | +48,124.4% |
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