+226.5%
WELL vs JCI
+108.2%
+118.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.8% | -3.8% | 0.0% |
| 7D | +3.5% | -3.4% | +6.9% | +4.1% |
| 30D | +9.7% | -10.1% | +19.8% | +11.7% |
| 3M | +4.8% | -6.8% | +11.6% | +5.6% |
| 6M | +16.1% | +2.0% | +14.1% | +13.8% |
| YTD | +34.7% | +19.2% | +15.5% | +26.4% |
| 1Y | +31.9% | +16.7% | +15.2% | +24.4% |
| 3Y | +209.9% | +194.3% | +15.5% | +109.3% |
| 5Y | +226.5% | +103.0% | +123.5% | +152.4% |
| All | +226.5% | +108.2% | +118.3% | +152.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling