+8,105.0%
WELL vs O
+5,283.0%
+2,822.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.4% |
| 7D | +3.5% | +3.3% | +0.2% | +1.2% |
| 30D | +9.7% | +10.3% | -0.6% | +2.6% |
| 3M | +4.8% | -3.5% | +8.3% | +7.3% |
| 6M | +16.1% | -1.3% | +17.4% | +17.2% |
| YTD | +34.7% | +10.3% | +24.4% | +26.0% |
| 1Y | +31.9% | +10.4% | +21.5% | +23.3% |
| 3Y | +209.9% | +40.0% | +169.9% | +143.2% |
| 5Y | +226.5% | +12.4% | +214.2% | +197.6% |
| 10Y | +455.3% | +78.2% | +377.1% | +288.8% |
| All | +8,105.0% | +5,283.0% | +2,822.0% | +1,966.2% |
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