+211.0%
WELL vs CHD
+21.8%
+189.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.0% |
| 7D | -1.3% | -2.9% | +1.6% | -0.5% |
| 30D | +0.5% | -6.2% | +6.7% | +2.2% |
| 3M | +19.1% | +1.6% | +17.5% | +18.4% |
| 6M | +17.0% | -3.5% | +20.5% | +17.8% |
| YTD | +29.2% | +16.2% | +13.0% | +23.3% |
| 1Y | +42.1% | +3.4% | +38.8% | +40.2% |
| 3Y | +204.5% | +4.6% | +199.9% | +198.4% |
| 5Y | +211.0% | +21.1% | +189.8% | +190.2% |
| All | +211.0% | +21.8% | +189.2% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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