+1,776.3%
CVS vs WELL
+19,596.0%
-17,819.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | +3.3% | +6.8% | -3.5% | +1.5% |
| 3M | -4.5% | +6.7% | -11.3% | -6.2% |
| 6M | -4.4% | +13.8% | -18.2% | -7.7% |
| YTD | +16.6% | +33.8% | -17.2% | +8.0% |
| 1Y | +15.3% | +29.6% | -14.3% | +7.5% |
| 3Y | +48.6% | +203.1% | -154.5% | +11.4% |
| 5Y | +12.9% | +223.8% | -211.0% | -17.8% |
| 10Y | +63.2% | +462.8% | -399.6% | -3.6% |
| All | +1,776.3% | +19,596.0% | -17,819.6% | +553.8% |
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 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