+443.3%
WELL vs CI
+145.6%
+297.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | +0.1% | -1.7% | +1.9% | +0.7% |
| 30D | +6.8% | +4.9% | +1.9% | +5.1% |
| 3M | +6.7% | +7.4% | -0.7% | +4.1% |
| 6M | +13.8% | +0.4% | +13.4% | +13.2% |
| YTD | +33.8% | +9.5% | +24.4% | +28.8% |
| 1Y | +29.6% | +12.0% | +17.7% | +23.7% |
| 3Y | +203.1% | +7.1% | +196.0% | +180.2% |
| 5Y | +223.8% | +49.3% | +174.5% | +152.3% |
| All | +443.3% | +145.6% | +297.8% | +272.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling