+349.8%
WELL vs CNC
+99.9%
+249.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | -0.2% | -0.9% | +0.7% | -0.1% |
| 30D | +2.3% | -1.0% | +3.3% | +2.4% |
| 3M | +12.3% | +4.5% | +7.7% | +11.1% |
| 6M | +15.6% | +85.2% | -69.6% | +2.0% |
| YTD | +28.3% | +61.4% | -33.1% | +15.3% |
| 1Y | +41.9% | +94.9% | -53.0% | +21.7% |
| 3Y | +198.3% | 0.0% | +198.3% | +181.8% |
| 5Y | +206.4% | +11.2% | +195.2% | +174.6% |
| All | +349.8% | +99.9% | +249.9% | +287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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