+225.9%
WELL vs SCCO
+243.3%
-17.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | 0.0% |
| 7D | +0.1% | -1.9% | +2.0% | +0.3% |
| 30D | +5.7% | -17.4% | +23.1% | +7.4% |
| 3M | +4.6% | -11.7% | +16.3% | +5.5% |
| 6M | +11.9% | -12.1% | +24.0% | +12.3% |
| YTD | +33.6% | +20.9% | +12.7% | +27.1% |
| 1Y | +29.8% | +31.3% | -1.6% | +21.8% |
| 3Y | +202.2% | +170.3% | +31.8% | +134.1% |
| All | +225.9% | +243.3% | -17.3% | +124.4% |
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