+4,492.0%
COP vs WELL
+18,826.3%
-14,334.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.4% |
| 7D | +3.0% | -0.8% | +3.8% | +3.2% |
| 30D | +17.5% | -0.1% | +17.6% | +17.4% |
| 3M | +13.4% | +18.0% | -4.7% | +7.3% |
| 6M | +17.7% | +15.0% | +2.7% | +11.9% |
| YTD | +46.6% | +28.6% | +18.0% | +34.4% |
| 1Y | +44.6% | +42.9% | +1.7% | +27.8% |
| 3Y | +20.7% | +203.0% | -182.3% | -17.5% |
| 5Y | +185.0% | +206.9% | -21.8% | +90.7% |
| 10Y | +347.0% | +339.5% | +7.5% | +153.7% |
| All | +4,492.0% | +18,826.3% | -14,334.3% | +1,724.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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