+29.8%
WELL vs CAH
+39.8%
-10.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | +0.1% | +3.5% | -3.3% | -1.0% |
| 30D | +5.7% | +13.5% | -7.8% | +1.5% |
| 3M | +4.6% | +21.8% | -17.2% | -1.7% |
| 6M | +11.9% | +51.5% | -39.7% | -2.0% |
| YTD | +33.6% | +38.1% | -4.5% | +19.5% |
| 1Y | +29.8% | +37.7% | -7.9% | +16.7% |
| All | +29.8% | +39.8% | -10.0% | +16.7% |
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