+1,728.2%
WELL vs CF
+5,277.9%
-3,549.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.2% | -2.3% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | +8.7% | +2.2% | +6.5% | +8.0% |
| 3M | +3.8% | +2.1% | +1.7% | +2.9% |
| 6M | +15.4% | -6.5% | +21.9% | +15.9% |
| YTD | +33.7% | +55.6% | -21.9% | +18.9% |
| 1Y | +33.6% | +42.3% | -8.7% | +21.0% |
| 3Y | +194.2% | +55.7% | +138.5% | +155.2% |
| 5Y | +227.0% | +122.4% | +104.6% | +150.7% |
| 10Y | +430.7% | +568.5% | -137.8% | +204.9% |
| All | +1,728.2% | +5,277.9% | -3,549.7% | +498.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling