Welltower Stock Alpha and Beta Analysis

WELL Stock  USD 101.29  0.34  0.34%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Welltower. It also helps investors analyze the systematic and unsystematic risks associated with investing in Welltower over a specified time horizon. Remember, high Welltower's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Welltower's market risk premium analysis include:
Beta
0.99
Alpha
0.0683
Risk
0.96
Sharpe Ratio
0.17
Expected Return
0.17
Please note that although Welltower alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., NYSE Composite index.) So in this particular case, Welltower did 0.07  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Welltower stock's relative risk over its benchmark. Welltower has a beta of 0.99  . Welltower returns are very sensitive to returns on the market. As the market goes up or down, Welltower is expected to follow. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Welltower Backtesting, Welltower Valuation, Welltower Correlation, Welltower Hype Analysis, Welltower Volatility, Welltower History and analyze Welltower Performance.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.

Welltower Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Welltower market risk premium is the additional return an investor will receive from holding Welltower long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Welltower. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Welltower's performance over market.
α0.07   β0.99

Welltower expected buy-and-hold returns

Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Welltower's Buy-and-hold return. Our buy-and-hold chart shows how Welltower performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.

Welltower Market Price Analysis

Market price analysis indicators help investors to evaluate how Welltower stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Welltower shares will generate the highest return on investment. By understating and applying Welltower stock market price indicators, traders can identify Welltower position entry and exit signals to maximize returns.

Welltower Return and Market Media

The median price of Welltower for the period between Sat, Feb 17, 2024 and Fri, May 17, 2024 is 92.11 with a coefficient of variation of 3.37. The daily time series for the period is distributed with a sample standard deviation of 3.13, arithmetic mean of 92.9, and mean deviation of 2.32. The Stock did not receive any noticable media coverage during the period.
 Price Growth (%)  
       Timeline  
 
Welltower dividend paid on 7th of March 2024
03/07/2024

About Welltower Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Welltower or other stocks. Alpha measures the amount that position in Welltower has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.

Welltower Upcoming Company Events

As portrayed in its financial statements, the presentation of Welltower's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Welltower's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Welltower's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Welltower. Please utilize our Beneish M Score to check the likelihood of Welltower's management manipulating its earnings.
13th of February 2024
Upcoming Quarterly Report
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7th of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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13th of February 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
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Build Portfolio with Welltower

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

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Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
When determining whether Welltower is a strong investment it is important to analyze Welltower's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Welltower's future performance. For an informed investment choice regarding Welltower Stock, refer to the following important reports:
Check out Welltower Backtesting, Welltower Valuation, Welltower Correlation, Welltower Hype Analysis, Welltower Volatility, Welltower History and analyze Welltower Performance.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

Complementary Tools for Welltower Stock analysis

When running Welltower's price analysis, check to measure Welltower's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Welltower is operating at the current time. Most of Welltower's value examination focuses on studying past and present price action to predict the probability of Welltower's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Welltower's price. Additionally, you may evaluate how the addition of Welltower to your portfolios can decrease your overall portfolio volatility.
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Welltower technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
A focus of Welltower technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Welltower trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...