+442.3%
WELL vs JCI
+291.9%
+150.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.7% |
| 7D | +0.1% | +3.2% | -3.1% | -1.2% |
| 30D | +5.7% | -8.6% | +14.3% | +8.6% |
| 3M | +4.6% | -7.7% | +12.4% | +6.7% |
| 6M | +11.9% | -2.6% | +14.4% | +10.1% |
| YTD | +33.6% | +17.4% | +16.2% | +19.7% |
| 1Y | +29.8% | +16.9% | +12.8% | +16.3% |
| 3Y | +202.2% | +186.7% | +15.4% | +60.9% |
| 5Y | +223.2% | +95.4% | +127.9% | +109.5% |
| All | +442.3% | +291.9% | +150.4% | +94.8% |
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