+16.4%
WELL vs JCI
+4.8%
+11.5%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | +0.2% |
| 7D | +0.1% | +2.9% | -2.8% | +0.5% |
| 30D | +7.8% | -6.9% | +14.7% | +7.0% |
| 3M | +10.2% | -6.3% | +16.5% | +9.3% |
| 6M | +16.4% | +2.6% | +13.8% | +15.3% |
| All | +16.4% | +4.8% | +11.5% | +15.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling