+18,665.9%
WELL vs COO
+5,988.7%
+12,677.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.9% |
| 7D | -0.8% | -2.2% | +1.4% | -0.6% |
| 30D | -0.1% | -7.0% | +6.9% | +0.5% |
| 3M | +18.0% | +12.2% | +5.8% | +16.9% |
| 6M | +15.0% | -15.1% | +30.1% | +16.3% |
| YTD | +28.6% | -15.1% | +43.7% | +30.1% |
| 1Y | +42.9% | +2.3% | +40.6% | +42.3% |
| 3Y | +203.0% | -23.7% | +226.7% | +207.0% |
| 5Y | +206.9% | -38.9% | +245.8% | +215.1% |
| 10Y | +339.5% | +49.9% | +289.5% | +327.7% |
| All | +18,665.9% | +5,988.7% | +12,677.2% | +15,159.5% |
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 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