+591.8%
WELL vs OTIS
+97.1%
+494.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -0.8% | -0.7% | -0.1% | -0.5% |
| 30D | -0.1% | -2.0% | +1.9% | +0.7% |
| 3M | +18.0% | +2.6% | +15.5% | +16.6% |
| 6M | +15.0% | -20.9% | +35.9% | +25.7% |
| YTD | +28.6% | -17.1% | +45.7% | +37.5% |
| 1Y | +42.9% | -15.9% | +58.8% | +51.6% |
| 3Y | +203.0% | -12.7% | +215.8% | +207.9% |
| 5Y | +206.9% | -15.7% | +222.6% | +212.7% |
| All | +591.8% | +97.1% | +494.6% | +410.4% |
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 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