+194.7%
WELL vs COO
-25.3%
+220.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.1% |
| 7D | +4.4% | +4.7% | -0.3% | +3.7% |
| 30D | +10.8% | +13.9% | -3.1% | +8.8% |
| 3M | +4.2% | -14.9% | +19.2% | +6.4% |
| 6M | +14.0% | +2.0% | +12.0% | +13.2% |
| YTD | +33.4% | -23.9% | +57.3% | +37.8% |
| 1Y | +32.4% | -9.6% | +42.0% | +33.1% |
| 3Y | +194.7% | -25.4% | +220.2% | +198.2% |
| All | +194.7% | -25.3% | +220.1% | +198.2% |
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