+15.0%
WELL vs CSGP
-8.9%
+23.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +2.4% |
| 7D | +9.2% | +18.3% | -9.2% | +7.4% |
| 30D | +10.6% | +17.8% | -7.2% | +9.2% |
| 3M | +7.5% | +9.3% | -1.8% | +6.6% |
| 6M | +15.0% | -7.9% | +22.9% | +11.1% |
| All | +15.0% | -8.9% | +23.9% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 6mo: compounded portfolio wealth divided by compounded CSGP 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…
6mo analysis · Full analysis span regression · 6 months rolling