+18,665.9%
WELL vs CLX
+2,386.6%
+16,279.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.8% |
| 7D | -0.8% | -9.2% | +8.4% | +0.9% |
| 30D | -0.1% | -11.0% | +11.0% | +2.0% |
| 3M | +18.0% | +5.0% | +13.0% | +16.7% |
| 6M | +15.0% | -18.8% | +33.8% | +18.8% |
| YTD | +28.6% | -4.4% | +33.0% | +28.9% |
| 1Y | +42.9% | -21.9% | +64.8% | +48.3% |
| 3Y | +203.0% | -32.8% | +235.8% | +221.1% |
| 5Y | +206.9% | -34.6% | +241.4% | +222.9% |
| 10Y | +339.5% | -4.7% | +344.2% | +314.5% |
| All | +18,665.9% | +2,386.6% | +16,279.3% | +11,772.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 all: compounded portfolio wealth divided by compounded CLX 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…
all analysis · Full analysis span regression · 6 months rolling