+18,622.2%
WELL vs CRH
+6,046.1%
+12,576.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.3% |
| 7D | -0.2% | -6.1% | +5.8% | +1.0% |
| 30D | +2.3% | -9.3% | +11.6% | +4.3% |
| 3M | +12.3% | -15.2% | +27.5% | +15.9% |
| 6M | +15.6% | -14.2% | +29.8% | +18.5% |
| YTD | +28.3% | -28.3% | +56.6% | +36.2% |
| 1Y | +41.9% | -21.8% | +63.7% | +47.6% |
| 3Y | +198.3% | +71.6% | +126.7% | +157.4% |
| 5Y | +206.4% | +96.6% | +109.8% | +153.8% |
| 10Y | +356.0% | +253.8% | +102.1% | +234.8% |
| All | +18,622.2% | +6,046.1% | +12,576.1% | +11,765.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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