+349.8%
WELL vs SCCO
+1,104.1%
-754.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.2% | -2.7% | +2.4% | +0.2% |
| 30D | +2.3% | -0.7% | +3.0% | +2.2% |
| 3M | +12.3% | +8.1% | +4.2% | +9.7% |
| 6M | +15.6% | +4.1% | +11.5% | +12.6% |
| YTD | +28.3% | +41.1% | -12.8% | +15.6% |
| 1Y | +41.9% | +95.6% | -53.6% | +17.6% |
| 3Y | +198.3% | +179.3% | +19.1% | +115.0% |
| 5Y | +206.4% | +308.3% | -101.9% | +91.0% |
| All | +349.8% | +1,104.1% | -754.3% | +104.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling