+19,368.3%
WELL vs CNP
+1,874.4%
+17,493.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | +4.4% | -4.2% | +8.6% | +5.6% |
| 30D | +10.8% | +5.5% | +5.3% | +9.2% |
| 3M | +4.2% | +0.6% | +3.6% | +3.9% |
| 6M | +14.0% | -2.8% | +16.8% | +14.7% |
| YTD | +33.4% | +7.9% | +25.6% | +30.7% |
| 1Y | +32.4% | +6.7% | +25.8% | +30.1% |
| 3Y | +194.7% | +61.1% | +133.6% | +159.5% |
| 5Y | +226.5% | +73.0% | +153.5% | +182.6% |
| 10Y | +429.8% | +141.9% | +288.0% | +325.4% |
| All | +19,368.3% | +1,874.4% | +17,493.9% | +11,628.9% |
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