+204.5%
WELL vs CB
+70.7%
+133.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.0% |
| 7D | -1.3% | -0.6% | -0.7% | -1.1% |
| 30D | +0.5% | -3.9% | +4.4% | +1.9% |
| 3M | +19.1% | +4.9% | +14.2% | +17.1% |
| 6M | +17.0% | +3.3% | +13.7% | +15.6% |
| YTD | +29.2% | +8.5% | +20.7% | +25.6% |
| 1Y | +42.1% | +22.1% | +20.1% | +32.4% |
| 3Y | +204.5% | +70.1% | +134.4% | +147.1% |
| All | +204.5% | +70.7% | +133.9% | +147.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling