+211.0%
WELL vs CLBK
+43.5%
+167.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -1.3% | +1.1% | -2.4% | -1.5% |
| 30D | +0.5% | +7.8% | -7.3% | -0.5% |
| 3M | +19.1% | +23.9% | -4.8% | +15.6% |
| 6M | +17.0% | +42.3% | -25.3% | +11.4% |
| YTD | +29.2% | +65.4% | -36.2% | +20.3% |
| 1Y | +42.1% | +70.3% | -28.2% | +31.5% |
| 3Y | +204.5% | +54.5% | +150.1% | +181.1% |
| 5Y | +211.0% | +43.1% | +167.9% | +184.7% |
| All | +211.0% | +43.5% | +167.5% | +184.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling