+915.3%
WELL vs CPAY
+1,565.5%
-650.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | -0.8% | +2.1% | -2.9% | -1.4% |
| 30D | -0.1% | +5.5% | -5.6% | -1.8% |
| 3M | +18.0% | +16.6% | +1.5% | +12.2% |
| 6M | +15.0% | +26.7% | -11.7% | +5.7% |
| YTD | +28.6% | +38.4% | -9.8% | +13.9% |
| 1Y | +42.9% | +30.1% | +12.8% | +28.3% |
| 3Y | +203.0% | +52.6% | +150.4% | +148.8% |
| 5Y | +206.9% | +59.0% | +147.9% | +142.3% |
| 10Y | +339.5% | +148.4% | +191.1% | +212.8% |
| All | +915.3% | +1,565.5% | -650.2% | +319.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling