+36.5%
WELL vs CORZ
-41.7%
+78.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -10.4% | +13.2% | +2.4% |
| 7D | +9.2% | -14.9% | +24.1% | +8.4% |
| 30D | +10.6% | -23.1% | +33.8% | +9.7% |
| 3M | +7.5% | -44.1% | +51.6% | +5.3% |
| 6M | +15.0% | -39.5% | +54.6% | +12.3% |
| YTD | +35.0% | -12.4% | +47.4% | +31.0% |
| 1Y | +36.5% | -41.3% | +77.8% | +32.9% |
| All | +36.5% | -41.7% | +78.2% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling