+42.3%
WELL vs JCI
+33.3%
+9.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | -2.2% | +0.4% | -2.7% | -2.3% |
| 30D | +4.7% | -7.7% | +12.4% | +5.2% |
| 3M | +11.9% | +2.8% | +9.2% | +11.1% |
| 6M | +14.3% | +7.2% | +7.0% | +12.2% |
| YTD | +28.4% | +20.0% | +8.4% | +25.2% |
| 1Y | +42.3% | +33.3% | +9.0% | +34.6% |
| All | +42.3% | +33.3% | +9.0% | +34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling