-7.6%
CTSH vs WELL
+37.3%
-44.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.2% | +3.5% |
| 7D | -0.9% | +9.2% | -10.0% | +0.7% |
| 30D | +13.1% | +10.6% | +2.5% | +15.8% |
| 3M | +17.9% | +7.5% | +10.4% | +19.9% |
| 6M | +28.5% | +15.0% | +13.5% | +34.2% |
| YTD | -19.3% | +35.0% | -54.4% | -12.1% |
| 1Y | -7.6% | +36.5% | -44.1% | +0.8% |
| All | -7.6% | +37.3% | -44.9% | +0.8% |
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