+55.6%
CVS vs WELL
+201.2%
-145.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.9% | -1.1% | -0.8% | -1.6% |
| 30D | -0.3% | +0.7% | -1.0% | -0.5% |
| 3M | -1.1% | +14.5% | -15.6% | -4.2% |
| 6M | +23.7% | +14.4% | +9.3% | +19.6% |
| YTD | +23.0% | +28.5% | -5.5% | +16.1% |
| 1Y | +37.2% | +41.8% | -4.6% | +26.4% |
| All | +55.6% | +201.2% | -145.7% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling