+209.7%
WELL vs COO
-23.4%
+233.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.8% |
| 7D | -0.8% | -2.2% | +1.4% | -0.4% |
| 30D | -0.1% | -7.0% | +6.9% | +1.0% |
| 3M | +18.0% | +12.2% | +5.8% | +15.7% |
| 6M | +15.0% | -15.1% | +30.1% | +17.4% |
| YTD | +28.6% | -15.1% | +43.7% | +31.2% |
| 1Y | +42.9% | +2.3% | +40.6% | +41.1% |
| All | +209.7% | -23.4% | +233.1% | +217.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling