+209.7%
WELL vs CI
+7.7%
+202.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.9% |
| 7D | -0.8% | +1.3% | -2.1% | -1.0% |
| 30D | -0.1% | +4.4% | -4.5% | -0.6% |
| 3M | +18.0% | +0.7% | +17.4% | +17.9% |
| 6M | +15.0% | +0.3% | +14.7% | +14.8% |
| YTD | +28.6% | +3.8% | +24.8% | +27.9% |
| 1Y | +42.9% | -5.5% | +48.4% | +43.1% |
| All | +209.7% | +7.7% | +202.0% | +210.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling