+36.5%
WELL vs OTIS
-9.8%
+46.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.9% | -1.0% | +1.9% |
| 7D | +9.2% | +9.5% | -0.3% | +7.0% |
| 30D | +10.6% | +21.1% | -10.5% | +6.6% |
| 3M | +7.5% | +9.0% | -1.5% | +5.7% |
| 6M | +15.0% | +6.4% | +8.6% | +13.0% |
| YTD | +35.0% | -7.1% | +42.2% | +34.1% |
| 1Y | +36.5% | -10.1% | +46.6% | +37.4% |
| All | +36.5% | -9.8% | +46.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 1y: compounded portfolio wealth divided by compounded OTIS 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…
1y analysis · Full analysis span regression · 6 months rolling