+198.5%
WELL vs SCCO
+178.0%
+20.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | +0.1% |
| 7D | -2.2% | -2.7% | +0.5% | -2.2% |
| 30D | +4.7% | -0.2% | +4.9% | +4.7% |
| 3M | +11.9% | +17.8% | -5.8% | +11.2% |
| 6M | +14.3% | +2.3% | +12.0% | +13.8% |
| YTD | +28.4% | +41.6% | -13.2% | +25.7% |
| 1Y | +42.3% | +101.9% | -59.6% | +36.1% |
| All | +198.5% | +178.0% | +20.5% | +159.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling