+331.1%
WELL vs CI
+146.1%
+185.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.6% |
| 7D | -0.8% | +1.3% | -2.1% | -1.2% |
| 30D | -0.1% | +4.4% | -4.5% | -1.5% |
| 3M | +18.0% | +0.7% | +17.4% | +17.5% |
| 6M | +15.0% | +0.3% | +14.7% | +14.3% |
| YTD | +28.6% | +3.8% | +24.8% | +26.1% |
| 1Y | +42.9% | -5.5% | +48.4% | +42.9% |
| 3Y | +203.0% | +8.1% | +194.9% | +178.4% |
| 5Y | +206.9% | +42.8% | +164.1% | +143.5% |
| All | +331.1% | +146.1% | +185.0% | +202.0% |
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