+198.7%
WELL vs CNC
-2.4%
+201.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -1.1% | -4.9% | +3.7% | -0.9% |
| 30D | +0.7% | -3.8% | +4.5% | +0.9% |
| 3M | +14.5% | -3.2% | +17.8% | +14.6% |
| 6M | +14.4% | +47.9% | -33.5% | +12.5% |
| YTD | +28.5% | +55.7% | -27.2% | +26.1% |
| 1Y | +41.8% | +106.2% | -64.5% | +37.7% |
| All | +198.7% | -2.4% | +201.1% | +202.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling