+356.5%
WELL vs JCI
+323.6%
+33.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -1.1% | +4.1% | -5.2% | -2.8% |
| 30D | +0.7% | -3.8% | +4.6% | +2.2% |
| 3M | +14.5% | -1.6% | +16.2% | +14.2% |
| 6M | +14.4% | +9.5% | +4.9% | +8.1% |
| YTD | +28.5% | +21.7% | +6.7% | +15.2% |
| 1Y | +41.8% | +37.1% | +4.6% | +19.6% |
| 3Y | +202.8% | +165.2% | +37.6% | +73.6% |
| 5Y | +208.8% | +110.3% | +98.5% | +96.0% |
| 10Y | +356.5% | +341.0% | +15.5% | +67.4% |
| All | +356.5% | +323.6% | +33.0% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling