+30.5%
WELL vs CF
+51.3%
-20.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +0.1% | +10.4% | -10.3% | +0.2% |
| 30D | +7.8% | +7.6% | +0.2% | +7.8% |
| 3M | +10.2% | +5.2% | +5.1% | +10.4% |
| 6M | +16.4% | -0.1% | +16.4% | +16.3% |
| YTD | +35.2% | +61.7% | -26.5% | +39.5% |
| 1Y | +30.5% | +50.3% | -19.9% | +34.8% |
| All | +30.5% | +51.3% | -20.8% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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