+34,247.0%
CTSH vs WELL
+4,618.6%
+29,628.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.6% | -2.7% |
| 7D | -2.7% | -0.8% | -1.9% | -2.4% |
| 30D | +12.4% | -0.1% | +12.4% | +12.3% |
| 3M | +17.4% | +18.0% | -0.7% | +8.9% |
| 6M | -3.1% | +15.0% | -18.1% | -9.9% |
| YTD | -23.6% | +28.6% | -52.2% | -32.6% |
| 1Y | -10.8% | +42.9% | -53.7% | -25.3% |
| 3Y | -8.3% | +203.0% | -211.3% | -46.0% |
| 5Y | -11.3% | +206.9% | -218.2% | -49.2% |
| 10Y | +22.6% | +339.5% | -316.9% | -48.2% |
| All | +34,247.0% | +4,618.6% | +29,628.4% | +3,269.9% |
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