+19,368.3%
WELL vs COO
+5,356.1%
+14,012.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | 0.0% |
| 7D | +4.4% | +4.7% | -0.3% | +4.1% |
| 30D | +10.8% | +13.9% | -3.1% | +9.7% |
| 3M | +4.2% | -14.9% | +19.2% | +5.4% |
| 6M | +14.0% | +2.0% | +12.0% | +13.6% |
| YTD | +33.4% | -23.9% | +57.3% | +35.9% |
| 1Y | +32.4% | -9.6% | +42.0% | +33.0% |
| 3Y | +194.7% | -25.4% | +220.2% | +198.8% |
| 5Y | +226.5% | -41.2% | +267.6% | +236.0% |
| 10Y | +429.8% | +42.1% | +387.8% | +417.8% |
| All | +19,368.3% | +5,356.1% | +14,012.2% | +15,844.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling