+36.5%
WELL vs CPB
-18.4%
+54.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.9% | -3.1% | +2.0% |
| 7D | +9.2% | +13.0% | -3.8% | +7.4% |
| 30D | +10.6% | +20.5% | -9.9% | +8.0% |
| 3M | +7.5% | +2.2% | +5.3% | +6.6% |
| 6M | +15.0% | +15.4% | -0.4% | +13.2% |
| YTD | +35.0% | -12.3% | +47.4% | +34.3% |
| 1Y | +36.5% | -18.0% | +54.5% | +37.4% |
| All | +36.5% | -18.4% | +54.9% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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