+919.9%
WELL vs CPAY
+1,528.2%
-608.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.1% |
| 7D | -1.3% | +0.6% | -1.9% | -1.5% |
| 30D | +0.5% | +3.6% | -3.1% | -0.7% |
| 3M | +19.1% | +16.6% | +2.4% | +13.2% |
| 6M | +17.0% | +29.5% | -12.5% | +6.7% |
| YTD | +29.2% | +35.3% | -6.1% | +15.2% |
| 1Y | +42.1% | +30.6% | +11.5% | +27.4% |
| 3Y | +204.5% | +49.7% | +154.8% | +151.5% |
| 5Y | +211.0% | +54.4% | +156.5% | +147.7% |
| 10Y | +337.6% | +142.8% | +194.8% | +213.6% |
| All | +919.9% | +1,528.2% | -608.3% | +324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CPAY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling