+19,368.3%
WELL vs CPB
+360.6%
+19,007.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.1% |
| 7D | +4.4% | +8.0% | -3.5% | +3.0% |
| 30D | +10.8% | +22.4% | -11.6% | +6.9% |
| 3M | +4.2% | +2.5% | +1.7% | +3.5% |
| 6M | +14.0% | +12.2% | +1.8% | +11.2% |
| YTD | +33.4% | -12.8% | +46.2% | +35.5% |
| 1Y | +32.4% | -19.2% | +51.6% | +36.2% |
| 3Y | +194.7% | -35.6% | +230.3% | +212.4% |
| 5Y | +226.5% | -31.4% | +257.9% | +239.2% |
| 10Y | +429.8% | -37.9% | +467.8% | +441.5% |
| All | +19,368.3% | +360.6% | +19,007.7% | +15,328.1% |
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