+36.5%
WELL vs CB
+34.9%
+1.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.0% |
| 7D | +9.2% | +5.3% | +3.9% | +7.1% |
| 30D | +10.6% | +13.2% | -2.6% | +5.8% |
| 3M | +7.5% | +7.8% | -0.3% | +4.6% |
| 6M | +15.0% | +15.8% | -0.8% | +9.3% |
| YTD | +35.0% | +21.0% | +14.1% | +29.3% |
| 1Y | +36.5% | +32.2% | +4.3% | +32.2% |
| All | +36.5% | +34.9% | +1.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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