+211.0%
WELL vs JCI
+119.7%
+91.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.2% |
| 7D | -1.3% | +5.1% | -6.4% | -2.4% |
| 30D | +0.5% | -3.8% | +4.4% | +1.3% |
| 3M | +19.1% | +1.9% | +17.2% | +17.9% |
| 6M | +17.0% | +11.2% | +5.8% | +13.0% |
| YTD | +29.2% | +22.9% | +6.3% | +21.4% |
| 1Y | +42.1% | +37.4% | +4.8% | +29.3% |
| 3Y | +204.5% | +167.8% | +36.7% | +117.8% |
| 5Y | +211.0% | +115.0% | +95.9% | +137.2% |
| All | +211.0% | +119.7% | +91.3% | +137.2% |
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