+18,665.9%
WELL vs CHD
+10,220.8%
+8,445.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | -0.8% | -2.7% | +1.9% | -0.3% |
| 30D | -0.1% | -4.6% | +4.5% | +0.8% |
| 3M | +18.0% | +5.0% | +13.0% | +16.8% |
| 6M | +15.0% | -3.2% | +18.2% | +15.6% |
| YTD | +28.6% | +18.6% | +10.0% | +23.9% |
| 1Y | +42.9% | +4.8% | +38.1% | +40.9% |
| 3Y | +203.0% | +6.1% | +196.9% | +196.8% |
| 5Y | +206.9% | +24.0% | +182.9% | +189.8% |
| 10Y | +339.5% | +124.5% | +215.0% | +264.7% |
| All | +18,665.9% | +10,220.8% | +8,445.0% | +10,875.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling