+19,429.0%
WELL vs CHD
+11,601.1%
+7,827.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +0.1% | +0.4% | -0.2% | +0.1% |
| 30D | +6.8% | +11.6% | -4.8% | +4.4% |
| 3M | +6.7% | +10.7% | -4.0% | +4.5% |
| 6M | +13.8% | +20.2% | -6.4% | +9.5% |
| YTD | +33.8% | +34.5% | -0.7% | +25.7% |
| 1Y | +29.6% | +32.6% | -2.9% | +22.0% |
| 3Y | +203.1% | +29.1% | +174.0% | +185.5% |
| 5Y | +223.8% | +31.5% | +192.3% | +202.1% |
| 10Y | +462.8% | +190.9% | +271.8% | +344.3% |
| All | +19,429.0% | +11,601.1% | +7,827.9% | +11,032.7% |
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