+30.9%
WELL vs CASY
+30.1%
+0.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | +3.5% | +3.6% | -0.1% | +3.0% |
| 30D | +9.7% | +7.2% | +2.5% | +8.7% |
| 3M | +4.8% | -16.9% | +21.7% | +7.6% |
| 6M | +16.1% | -19.3% | +35.4% | +19.5% |
| YTD | +34.7% | +25.6% | +9.1% | +28.5% |
| All | +30.9% | +30.1% | +0.8% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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