+223.8%
WELL vs CI
+48.8%
+175.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.7% |
| 7D | +0.1% | -1.7% | +1.9% | +0.4% |
| 30D | +6.8% | +4.9% | +1.9% | +5.9% |
| 3M | +6.7% | +7.4% | -0.7% | +5.4% |
| 6M | +13.8% | +0.4% | +13.4% | +13.5% |
| YTD | +33.8% | +9.5% | +24.4% | +31.4% |
| 1Y | +29.6% | +12.0% | +17.7% | +26.7% |
| 3Y | +203.1% | +7.1% | +196.0% | +193.0% |
| 5Y | +223.8% | +49.3% | +174.5% | +165.0% |
| All | +223.8% | +48.8% | +175.0% | +165.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling