+18,665.9%
WELL vs JCI
+2,331.5%
+16,334.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.4% |
| 7D | -0.8% | +3.8% | -4.6% | -1.5% |
| 30D | -0.1% | -5.7% | +5.6% | +0.9% |
| 3M | +18.0% | -1.4% | +19.4% | +17.9% |
| 6M | +15.0% | +4.1% | +10.9% | +13.5% |
| YTD | +28.6% | +21.7% | +6.9% | +23.0% |
| 1Y | +42.9% | +36.1% | +6.8% | +33.6% |
| 3Y | +203.0% | +154.4% | +48.6% | +148.1% |
| 5Y | +206.9% | +112.0% | +94.9% | +157.9% |
| 10Y | +339.5% | +322.2% | +17.2% | +225.6% |
| All | +18,665.9% | +2,331.5% | +16,334.3% | +10,032.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling