+206.5%
WELL vs CPAY
+53.2%
+153.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -2.2% | -2.7% | +0.4% | -1.7% |
| 30D | +4.7% | +0.6% | +4.1% | +4.5% |
| 3M | +11.9% | +17.0% | -5.1% | +8.0% |
| 6M | +14.3% | +24.1% | -9.8% | +8.3% |
| YTD | +28.4% | +35.7% | -7.4% | +18.0% |
| 1Y | +42.3% | +34.0% | +8.3% | +30.8% |
| 3Y | +202.6% | +50.3% | +152.3% | +157.4% |
| 5Y | +206.5% | +56.7% | +149.9% | +133.2% |
| All | +206.5% | +53.2% | +153.4% | +133.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling