+18,665.9%
WELL vs OMC
+6,006.3%
+12,659.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.4% |
| 7D | -0.8% | -6.4% | +5.6% | +1.0% |
| 30D | -0.1% | +1.1% | -1.2% | -0.5% |
| 3M | +18.0% | +10.4% | +7.6% | +14.2% |
| 6M | +15.0% | -1.7% | +16.7% | +14.7% |
| YTD | +28.6% | +4.4% | +24.2% | +24.8% |
| 1Y | +42.9% | +8.4% | +34.5% | +36.6% |
| 3Y | +203.0% | +14.4% | +188.6% | +179.2% |
| 5Y | +206.9% | +33.9% | +173.0% | +164.5% |
| 10Y | +339.5% | +34.9% | +304.6% | +270.1% |
| All | +18,665.9% | +6,006.3% | +12,659.6% | +10,401.7% |
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