+206.5%
WELL vs OTIS
-19.0%
+225.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +0.6% |
| 7D | -2.2% | -5.0% | +2.8% | -0.5% |
| 30D | +4.7% | -6.5% | +11.2% | +7.0% |
| 3M | +11.9% | -2.0% | +13.9% | +12.4% |
| 6M | +14.3% | -20.2% | +34.5% | +22.9% |
| YTD | +28.4% | -21.0% | +49.3% | +38.1% |
| 1Y | +42.3% | -20.9% | +63.2% | +52.8% |
| 3Y | +202.6% | -13.3% | +215.9% | +203.2% |
| 5Y | +206.5% | -18.5% | +225.1% | +200.4% |
| All | +206.5% | -19.0% | +225.5% | +200.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling