+201.1%
WELL vs OKE
+138.0%
+63.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.3% |
| 7D | -0.2% | +1.2% | -1.5% | -0.6% |
| 30D | +2.3% | +4.5% | -2.2% | +1.1% |
| 3M | +12.3% | +9.6% | +2.7% | +9.3% |
| 6M | +15.6% | +15.4% | +0.2% | +10.5% |
| YTD | +28.3% | +36.5% | -8.1% | +16.4% |
| 1Y | +41.9% | +39.0% | +2.9% | +27.9% |
| 3Y | +198.3% | +74.3% | +124.0% | +143.3% |
| All | +201.1% | +138.0% | +63.0% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 5y: compounded portfolio wealth divided by compounded OKE 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…
5y analysis · Full analysis span regression · 6 months rolling