+19,429.0%
WELL vs COO
+5,341.2%
+14,087.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.9% |
| 7D | +0.1% | -2.1% | +2.2% | +0.3% |
| 30D | +6.8% | +13.9% | -7.1% | +5.7% |
| 3M | +6.7% | -18.9% | +25.7% | +8.3% |
| 6M | +13.8% | +3.7% | +10.1% | +13.3% |
| YTD | +33.8% | -24.1% | +58.0% | +36.4% |
| 1Y | +29.6% | -14.2% | +43.8% | +30.8% |
| 3Y | +203.1% | -24.5% | +227.5% | +207.0% |
| 5Y | +223.8% | -40.4% | +264.3% | +233.0% |
| 10Y | +462.8% | +40.5% | +422.2% | +450.4% |
| All | +19,429.0% | +5,341.2% | +14,087.8% | +15,897.2% |
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