+473.8%
WELL vs COO
+38.3%
+435.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.7% |
| 7D | +3.0% | +4.5% | -1.5% | +1.3% |
| 30D | +10.2% | +16.9% | -6.7% | +3.8% |
| 3M | +6.1% | -16.7% | +22.8% | +12.9% |
| 6M | +16.6% | +5.9% | +10.7% | +12.3% |
| YTD | +35.3% | -22.4% | +57.8% | +46.9% |
| 1Y | +31.5% | -10.1% | +41.6% | +33.8% |
| 3Y | +206.5% | -22.8% | +229.2% | +215.5% |
| 5Y | +222.0% | -41.4% | +263.4% | +272.0% |
| 10Y | +473.8% | +41.3% | +432.5% | +424.8% |
| All | +473.8% | +38.3% | +435.5% | +424.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling