+30.9%
WELL vs CP
+33.1%
-2.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.1% | +0.5% |
| 7D | +3.5% | +2.8% | +0.7% | +2.8% |
| 30D | +9.7% | +11.3% | -1.6% | +7.0% |
| 3M | +4.8% | +2.9% | +1.9% | +3.9% |
| 6M | +16.1% | +9.8% | +6.3% | +13.5% |
| YTD | +34.7% | +28.5% | +6.2% | +30.1% |
| All | +30.9% | +33.1% | -2.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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