+19,646.7%
WELL vs CAG
+599.7%
+19,047.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +0.6% |
| 7D | +3.0% | +6.6% | -3.6% | +1.7% |
| 30D | +10.2% | +13.9% | -3.7% | +7.2% |
| 3M | +6.1% | +4.0% | +2.1% | +5.0% |
| 6M | +16.6% | +10.0% | +6.6% | +13.9% |
| YTD | +35.3% | -6.1% | +41.5% | +35.9% |
| 1Y | +31.5% | -4.3% | +35.8% | +31.4% |
| 3Y | +206.5% | -34.6% | +241.0% | +227.7% |
| 5Y | +222.0% | -39.4% | +261.4% | +247.4% |
| 10Y | +473.8% | -34.2% | +508.0% | +489.8% |
| All | +19,646.7% | +599.7% | +19,047.0% | +14,286.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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