+19,622.0%
WELL vs CNP
+1,890.9%
+17,731.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +7.8% | +5.0% | +2.7% | +6.3% |
| 3M | +10.2% | +2.7% | +7.6% | +9.3% |
| 6M | +16.4% | -1.9% | +18.3% | +16.8% |
| YTD | +35.2% | +8.8% | +26.4% | +32.1% |
| 1Y | +30.5% | +5.6% | +24.8% | +28.5% |
| 3Y | +206.1% | +63.2% | +142.9% | +168.6% |
| 5Y | +228.3% | +73.8% | +154.5% | +183.8% |
| 10Y | +468.3% | +144.0% | +324.3% | +355.2% |
| All | +19,622.0% | +1,890.9% | +17,731.1% | +11,755.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling