+19,622.0%
WELL vs CLX
+2,796.8%
+16,825.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | +0.1% | +7.8% | -7.7% | -1.3% |
| 30D | +7.8% | +28.5% | -20.7% | +3.0% |
| 3M | +10.2% | +1.3% | +8.9% | +9.7% |
| 6M | +16.4% | +23.4% | -7.0% | +11.6% |
| YTD | +35.2% | +11.4% | +23.8% | +31.6% |
| 1Y | +30.5% | +6.9% | +23.5% | +27.8% |
| 3Y | +206.1% | -9.8% | +215.9% | +207.6% |
| 5Y | +228.3% | -22.7% | +250.9% | +234.9% |
| 10Y | +468.3% | +28.7% | +439.6% | +405.9% |
| All | +19,622.0% | +2,796.8% | +16,825.2% | +12,022.0% |
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