+225.9%
WELL vs CPB
-33.2%
+259.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -0.6% |
| 7D | +0.1% | -1.6% | +1.7% | +0.3% |
| 30D | +5.7% | +19.2% | -13.6% | +3.2% |
| 3M | +4.6% | -0.9% | +5.6% | +4.5% |
| 6M | +11.9% | +15.2% | -3.4% | +9.5% |
| YTD | +33.6% | -13.1% | +46.7% | +35.0% |
| 1Y | +29.8% | -22.4% | +52.2% | +33.1% |
| 3Y | +202.2% | -35.3% | +237.5% | +215.5% |
| All | +225.9% | -33.2% | +259.2% | +228.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling