+19,391.6%
WELL vs OMC
+6,469.3%
+12,922.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | +0.1% | +1.9% | -1.7% | -0.4% |
| 30D | +5.7% | +12.2% | -6.5% | +2.3% |
| 3M | +4.6% | +0.6% | +4.0% | +4.2% |
| 6M | +11.9% | +21.0% | -9.2% | +5.2% |
| YTD | +33.6% | +12.4% | +21.2% | +26.9% |
| 1Y | +29.8% | +25.4% | +4.4% | +19.0% |
| 3Y | +202.2% | +29.2% | +173.0% | +168.5% |
| 5Y | +223.2% | +52.6% | +170.6% | +168.2% |
| 10Y | +461.7% | +53.6% | +408.0% | +356.3% |
| All | +19,391.6% | +6,469.3% | +12,922.3% | +10,570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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