+18,665.9%
WELL vs CNP
+1,826.3%
+16,839.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | -0.8% | +1.1% | -1.9% | -1.1% |
| 30D | -0.1% | -1.8% | +1.7% | +0.4% |
| 3M | +18.0% | -4.6% | +22.7% | +19.5% |
| 6M | +15.0% | -8.8% | +23.8% | +17.8% |
| YTD | +28.6% | +5.2% | +23.4% | +26.9% |
| 1Y | +42.9% | +8.3% | +34.6% | +40.0% |
| 3Y | +203.0% | +54.9% | +148.1% | +169.8% |
| 5Y | +206.9% | +73.5% | +133.4% | +165.7% |
| 10Y | +339.5% | +139.1% | +200.4% | +254.8% |
| All | +18,665.9% | +1,826.3% | +16,839.5% | +11,293.1% |
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