+455.3%
WELL vs CNP
+142.6%
+312.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.7% |
| 7D | +3.5% | -4.3% | +7.8% | +6.4% |
| 30D | +9.7% | +5.7% | +4.0% | +5.4% |
| 3M | +4.8% | +0.9% | +3.9% | +3.6% |
| 6M | +16.1% | -1.1% | +17.1% | +16.3% |
| YTD | +34.7% | +8.3% | +26.4% | +26.8% |
| 1Y | +31.9% | +5.9% | +26.0% | +26.1% |
| 3Y | +209.9% | +64.6% | +145.2% | +116.1% |
| 5Y | +226.5% | +74.6% | +151.9% | +115.2% |
| 10Y | +455.3% | +139.8% | +315.4% | +169.5% |
| All | +455.3% | +142.6% | +312.7% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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