+42.0%
WELL vs COPX
+73.9%
-31.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.0% | +6.9% | -0.3% |
| 7D | -2.2% | -2.9% | +0.6% | -2.3% |
| 30D | +4.7% | 0.0% | +4.7% | +4.7% |
| 3M | +11.9% | +14.8% | -2.9% | +12.6% |
| 6M | +14.3% | +7.0% | +7.2% | +14.0% |
| YTD | +28.4% | +23.8% | +4.5% | +28.8% |
| All | +42.0% | +73.9% | -31.9% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 1y: compounded portfolio wealth divided by compounded COPX 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…
1y analysis · Full analysis span regression · 6 months rolling