+3,315.2%
WELL vs CNC
+5,537.6%
-2,222.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -1.8% |
| 7D | -0.8% | +3.5% | -4.3% | -1.4% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +18.0% | +6.9% | +11.1% | +16.3% |
| 6M | +15.0% | +49.0% | -34.0% | +6.1% |
| YTD | +28.6% | +62.9% | -34.3% | +16.4% |
| 1Y | +42.9% | +134.0% | -91.1% | +20.1% |
| 3Y | +203.0% | +9.4% | +193.6% | +180.4% |
| 5Y | +206.9% | +4.1% | +202.7% | +183.3% |
| 10Y | +339.5% | +95.4% | +244.1% | +253.7% |
| All | +3,315.2% | +5,537.6% | -2,222.4% | +1,575.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling