+448.7%
WELL vs CPB
-40.1%
+488.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +0.1% | -4.1% | +4.2% | +0.5% |
| 30D | +7.8% | +16.9% | -9.2% | +5.9% |
| 3M | +10.2% | -0.6% | +10.8% | +10.1% |
| 6M | +16.4% | +11.4% | +5.0% | +14.7% |
| YTD | +35.2% | -14.8% | +50.0% | +36.7% |
| 1Y | +30.5% | -24.8% | +55.2% | +33.7% |
| 3Y | +206.1% | -36.6% | +242.7% | +217.8% |
| 5Y | +228.3% | -33.3% | +261.6% | +237.8% |
| All | +448.7% | -40.1% | +488.8% | +430.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling