+36.5%
WELL vs CHRW
-10.6%
+47.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +9.2% | +4.9% | +4.3% | +8.9% |
| 30D | +10.6% | -4.8% | +15.4% | +10.7% |
| 3M | +7.5% | -13.1% | +20.6% | +8.0% |
| 6M | +15.0% | -16.3% | +31.4% | +15.9% |
| YTD | +35.0% | -15.8% | +50.9% | +37.6% |
| 1Y | +36.5% | -11.1% | +47.6% | +39.6% |
| All | +36.5% | -10.6% | +47.1% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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