+513.6%
WELL vs CLBK
+64.7%
+448.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -1.1% | -1.5% | +0.3% | -0.6% |
| 30D | +0.7% | +6.7% | -5.9% | -1.8% |
| 3M | +14.5% | +21.2% | -6.6% | +6.3% |
| 6M | +14.4% | +42.0% | -27.6% | -0.2% |
| YTD | +28.5% | +63.3% | -34.8% | +5.6% |
| 1Y | +41.8% | +65.4% | -23.6% | +15.0% |
| 3Y | +202.8% | +52.5% | +150.3% | +140.2% |
| 5Y | +208.8% | +42.0% | +166.8% | +124.9% |
| All | +513.6% | +64.7% | +448.8% | +292.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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