+8,452.1%
WELL vs CB
+6,559.4%
+1,892.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.5% |
| 7D | -0.8% | +0.5% | -1.3% | -0.9% |
| 30D | -0.1% | -3.1% | +3.0% | +0.9% |
| 3M | +18.0% | +9.0% | +9.1% | +14.9% |
| 6M | +15.0% | +2.9% | +12.1% | +13.9% |
| YTD | +28.6% | +10.1% | +18.5% | +24.6% |
| 1Y | +42.9% | +22.8% | +20.1% | +33.6% |
| 3Y | +203.0% | +73.8% | +129.2% | +152.8% |
| 5Y | +206.9% | +99.2% | +107.7% | +143.4% |
| 10Y | +339.5% | +218.2% | +121.3% | +207.9% |
| All | +8,452.1% | +6,559.4% | +1,892.7% | +4,110.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling