+212.9%
WELL vs CL
+28.4%
+184.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -0.8% | -2.2% | +1.4% | 0.0% |
| 30D | -0.1% | -4.8% | +4.8% | +1.7% |
| 3M | +18.0% | +4.9% | +13.1% | +16.0% |
| 6M | +15.0% | -5.7% | +20.7% | +17.1% |
| YTD | +28.6% | +14.4% | +14.2% | +21.7% |
| 1Y | +42.9% | +8.7% | +34.2% | +37.7% |
| 3Y | +203.0% | +30.0% | +173.0% | +168.9% |
| All | +212.9% | +28.4% | +184.5% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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