+618.5%
WELL vs OTIS
+115.8%
+502.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | +0.1% | -1.3% | +1.4% | +0.6% |
| 30D | +5.7% | +12.8% | -7.1% | +0.8% |
| 3M | +4.6% | +7.4% | -2.7% | +1.5% |
| 6M | +11.9% | +7.7% | +4.1% | +8.2% |
| YTD | +33.6% | -9.3% | +42.9% | +37.6% |
| 1Y | +29.8% | -12.1% | +41.9% | +35.4% |
| 3Y | +202.2% | +0.6% | +201.5% | +188.7% |
| 5Y | +223.2% | -1.1% | +224.3% | +207.8% |
| All | +618.5% | +115.8% | +502.8% | +410.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling