+208.8%
WELL vs SCCO
+355.0%
-146.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.1% | +2.4% | -3.6% | -1.4% |
| 30D | +0.7% | +6.4% | -5.7% | 0.0% |
| 3M | +14.5% | +21.6% | -7.0% | +11.8% |
| 6M | +14.4% | +13.4% | +1.0% | +11.9% |
| YTD | +28.5% | +52.6% | -24.2% | +20.2% |
| 1Y | +41.8% | +122.4% | -80.6% | +25.0% |
| 3Y | +202.8% | +208.5% | -5.6% | +140.0% |
| 5Y | +208.8% | +353.9% | -145.1% | +121.2% |
| All | +208.8% | +355.0% | -146.2% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling