+36.5%
WELL vs SCCO
+43.0%
-6.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.9% |
| 7D | +9.2% | -7.9% | +17.0% | +9.0% |
| 30D | +10.6% | -13.0% | +23.6% | +10.4% |
| 3M | +7.5% | -6.9% | +14.4% | +7.4% |
| 6M | +15.0% | +11.0% | +4.1% | +14.4% |
| YTD | +35.0% | +30.3% | +4.8% | +35.8% |
| 1Y | +36.5% | +45.0% | -8.5% | +36.7% |
| All | +36.5% | +43.0% | -6.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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