+212.9%
WELL vs CB
+99.7%
+113.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.4% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | -0.1% | -3.1% | +3.0% | +1.1% |
| 3M | +18.0% | +9.0% | +9.1% | +14.4% |
| 6M | +15.0% | +2.9% | +12.1% | +13.7% |
| YTD | +28.6% | +10.1% | +18.5% | +24.0% |
| 1Y | +42.9% | +22.8% | +20.1% | +32.2% |
| 3Y | +203.0% | +73.8% | +129.2% | +144.9% |
| All | +212.9% | +99.7% | +113.2% | +132.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling