+56.8%
WELL vs CAI
-11.0%
+67.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.2% | -5.1% | +2.8% | -2.3% |
| 30D | +4.7% | +3.9% | +0.8% | +4.7% |
| 3M | +11.9% | +40.1% | -28.2% | +12.3% |
| 6M | +14.3% | +29.7% | -15.4% | +14.4% |
| YTD | +28.4% | -10.9% | +39.3% | +29.1% |
| 1Y | +42.3% | -28.0% | +70.3% | +43.2% |
| All | +56.8% | -11.0% | +67.8% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CAI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling