+225.9%
WELL vs COO
-40.4%
+266.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +0.1% | +0.5% | -0.3% | 0.0% |
| 30D | +5.7% | +14.2% | -8.5% | +2.4% |
| 3M | +4.6% | -18.2% | +22.8% | +9.4% |
| 6M | +11.9% | +5.3% | +6.5% | +9.5% |
| YTD | +33.6% | -23.6% | +57.1% | +41.3% |
| 1Y | +29.8% | -12.7% | +42.5% | +32.3% |
| 3Y | +202.2% | -24.2% | +226.3% | +209.3% |
| All | +225.9% | -40.4% | +266.3% | +245.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling