+194.7%
WELL vs CNP
+60.3%
+134.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.0% |
| 7D | +4.4% | -4.2% | +8.6% | +6.4% |
| 30D | +10.8% | +5.5% | +5.3% | +7.7% |
| 3M | +4.2% | +0.6% | +3.6% | +3.6% |
| 6M | +14.0% | -2.8% | +16.8% | +15.4% |
| YTD | +33.4% | +7.9% | +25.6% | +28.7% |
| 1Y | +32.4% | +6.7% | +25.8% | +28.4% |
| 3Y | +194.7% | +61.1% | +133.6% | +143.0% |
| All | +194.7% | +60.3% | +134.5% | +143.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling