+202.7%
WELL vs OTIS
-0.5%
+203.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +0.1% | -3.0% | +3.1% | +0.8% |
| 30D | +6.8% | +14.0% | -7.2% | +3.8% |
| 3M | +6.7% | +4.9% | +1.8% | +5.6% |
| 6M | +13.8% | +5.4% | +8.4% | +12.3% |
| YTD | +33.8% | -10.2% | +44.0% | +36.1% |
| 1Y | +29.6% | -13.4% | +43.0% | +32.9% |
| All | +202.7% | -0.5% | +203.2% | +184.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling