+36.5%
WELL vs CAH
+38.5%
-2.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.7% | +1.7% |
| 7D | +9.2% | +7.0% | +2.1% | +6.8% |
| 30D | +10.6% | +12.4% | -1.7% | +6.7% |
| 3M | +7.5% | +12.2% | -4.7% | +3.5% |
| 6M | +15.0% | +33.2% | -18.2% | +4.8% |
| YTD | +35.0% | +28.4% | +6.7% | +23.5% |
| 1Y | +36.5% | +35.0% | +1.5% | +21.8% |
| All | +36.5% | +38.5% | -2.0% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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