+18,665.9%
WELL vs CPB
+325.7%
+18,340.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.5% |
| 7D | -0.8% | -8.6% | +7.8% | +0.7% |
| 30D | -0.1% | -7.2% | +7.2% | +1.1% |
| 3M | +18.0% | +0.9% | +17.1% | +17.6% |
| 6M | +15.0% | -11.8% | +26.8% | +17.0% |
| YTD | +28.6% | -19.4% | +48.0% | +32.7% |
| 1Y | +42.9% | -30.4% | +73.3% | +51.0% |
| 3Y | +203.0% | -40.2% | +243.2% | +225.6% |
| 5Y | +206.9% | -39.5% | +246.4% | +226.4% |
| 10Y | +339.5% | -47.4% | +386.9% | +364.2% |
| All | +18,665.9% | +325.7% | +18,340.1% | +15,001.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling