+8,027.3%
WELL vs O
+5,241.4%
+2,786.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.4% |
| 7D | +4.4% | +3.7% | +0.7% | +1.9% |
| 30D | +10.8% | +11.2% | -0.4% | +3.1% |
| 3M | +4.2% | -4.0% | +8.2% | +7.1% |
| 6M | +14.0% | -5.2% | +19.2% | +18.3% |
| YTD | +33.4% | +9.5% | +23.9% | +25.5% |
| 1Y | +32.4% | +10.6% | +21.8% | +23.6% |
| 3Y | +194.7% | +38.1% | +156.6% | +133.4% |
| 5Y | +226.5% | +10.2% | +216.2% | +201.4% |
| 10Y | +429.8% | +71.4% | +358.4% | +280.0% |
| All | +8,027.3% | +5,241.4% | +2,786.0% | +1,957.6% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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