+19,646.7%
WELL vs OMC
+6,533.5%
+13,113.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +3.0% | +6.8% | -3.8% | +1.1% |
| 30D | +10.2% | +16.2% | -5.9% | +5.6% |
| 3M | +6.1% | +6.0% | +0.1% | +4.1% |
| 6M | +16.6% | +17.7% | -1.1% | +10.5% |
| YTD | +35.3% | +13.5% | +21.9% | +28.2% |
| 1Y | +31.5% | +27.2% | +4.3% | +20.1% |
| 3Y | +206.5% | +30.4% | +176.1% | +171.7% |
| 5Y | +222.0% | +53.5% | +168.5% | +166.7% |
| 10Y | +473.8% | +57.0% | +416.8% | +363.5% |
| All | +19,646.7% | +6,533.5% | +13,113.2% | +10,681.3% |
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