+349.8%
WELL vs CAH
+294.8%
+54.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -0.2% | -5.1% | +4.9% | +1.3% |
| 30D | +2.3% | +0.2% | +2.1% | +2.2% |
| 3M | +12.3% | +6.3% | +6.0% | +10.1% |
| 6M | +15.6% | +9.4% | +6.2% | +12.2% |
| YTD | +28.3% | +15.0% | +13.4% | +22.5% |
| 1Y | +41.9% | +55.4% | -13.5% | +23.5% |
| 3Y | +198.3% | +173.8% | +24.5% | +116.7% |
| 5Y | +206.4% | +395.2% | -188.8% | +82.3% |
| All | +349.8% | +294.8% | +54.9% | +159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling