+209.7%
WELL vs CNH
+9.6%
+200.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.0% | -6.1% | -2.3% |
| 7D | -0.8% | +23.3% | -24.1% | -2.2% |
| 30D | -0.1% | +33.5% | -33.5% | -2.1% |
| 3M | +18.0% | +32.7% | -14.7% | +15.5% |
| 6M | +15.0% | +22.2% | -7.2% | +13.1% |
| YTD | +28.6% | +57.7% | -29.1% | +24.2% |
| 1Y | +42.9% | +28.0% | +14.9% | +40.4% |
| All | +209.7% | +9.6% | +200.1% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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