+349.8%
WELL vs CNI
+138.2%
+211.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -0.2% | -0.4% | +0.1% | 0.0% |
| 30D | +2.3% | -2.7% | +5.0% | +3.6% |
| 3M | +12.3% | +3.9% | +8.3% | +9.9% |
| 6M | +15.6% | +16.4% | -0.8% | +6.4% |
| YTD | +28.3% | +25.8% | +2.5% | +13.0% |
| 1Y | +41.9% | +32.4% | +9.5% | +21.3% |
| 3Y | +198.3% | +19.1% | +179.3% | +161.1% |
| 5Y | +206.4% | +13.6% | +192.8% | +168.5% |
| All | +349.8% | +138.2% | +211.6% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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