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RELY vs. WELL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RELY vs. WELL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Remitly Global, Inc. (RELY) and Welltower Inc. (WELL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RELY achieves a 52.90% return, which is significantly higher than WELL's 12.11% return.


RELY

1D
3.28%
1M
-2.22%
YTD
52.90%
6M
44.32%
1Y
4.82%
3Y*
4.00%
5Y*
10Y*

WELL

1D
0.05%
1M
-4.40%
YTD
12.11%
6M
11.87%
1Y
38.74%
3Y*
39.84%
5Y*
24.38%
10Y*
15.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RELY vs. WELL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RELY
Remitly Global, Inc.
52.90%-38.86%16.22%69.61%-44.47%-61.02%
WELL
Welltower Inc.
12.11%49.86%43.07%41.79%-21.18%1.11%

Correlation

The correlation between RELY and WELL is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2021

0.14

The correlation between RELY and WELL shifts across timeframes, from -0.02 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RELY:

$4.58B

WELL:

$150.08B

EPS

RELY:

$0.49

WELL:

$2.02

PE Ratio

RELY:

43.39

WELL:

102.40

PEG Ratio

RELY:

0.23

WELL:

2.27

PS Ratio

RELY:

2.65

WELL:

12.39

PB Ratio

RELY:

5.05

WELL:

3.43

Total Revenue (TTM)

RELY:

$1.73B

WELL:

$11.63B

Gross Profit (TTM)

RELY:

$753.03M

WELL:

$3.25B

EBITDA (TTM)

RELY:

$142.85M

WELL:

$3.00B

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Return for Risk

RELY vs. WELL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RELY
RELY Risk / Return Rank: 4343
Overall Rank
RELY Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
RELY Sortino Ratio Rank: 4343
Sortino Ratio Rank
RELY Omega Ratio Rank: 4444
Omega Ratio Rank
RELY Calmar Ratio Rank: 4444
Calmar Ratio Rank
RELY Martin Ratio Rank: 4343
Martin Ratio Rank

WELL
WELL Risk / Return Rank: 8383
Overall Rank
WELL Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
WELL Sortino Ratio Rank: 8181
Sortino Ratio Rank
WELL Omega Ratio Rank: 8080
Omega Ratio Rank
WELL Calmar Ratio Rank: 8484
Calmar Ratio Rank
WELL Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RELY vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Remitly Global, Inc. (RELY) and Welltower Inc. (WELL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RELYWELLDifference
Sharpe ratioReturn per unit of total volatility

-1.65

Sortino ratioReturn per unit of downside risk

-1.82

Omega ratioGain probability vs. loss probability

1.07

1.30

-0.23

Calmar ratioReturn relative to maximum drawdown

0.07

2.95

-2.88

Martin ratioReturn relative to average drawdown

0.12

7.20

-7.07

RELY vs. WELL - Sharpe Ratio Comparison

The current RELY Sharpe Ratio is 0.05, which is lower than the WELL Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of RELY and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RELY vs. WELL - Drawdown Comparison

The maximum RELY drawdown since its inception was -86.99%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for RELY and WELL.


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Drawdown Indicators


RELYWELLDifference

Max Drawdown

Largest peak-to-trough decline

-86.99%

-63.33%

-23.66%

Max Drawdown (1Y)

Largest decline over 1 year

-40.08%

-12.61%

-27.47%

Max Drawdown (3Y)

Largest decline over 3 years

-57.92%

-12.99%

-44.93%

Max Drawdown (5Y)

Largest decline over 5 years

-40.78%

Max Drawdown (10Y)

Largest decline over 10 years

-63.33%

Current Drawdown

Current decline from peak

-60.11%

-6.13%

-53.98%

Average Drawdown

Average peak-to-trough decline

-67.40%

-10.31%

-57.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.92%

5.15%

+17.77%

Volatility

RELY vs. WELL - Volatility Comparison

Remitly Global, Inc. (RELY) has a higher volatility of 13.78% compared to Welltower Inc. (WELL) at 9.50%. This indicates that RELY's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RELYWELLDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.78%

9.50%

+4.28%

Volatility (6M)

Calculated over the trailing 6-month period

37.91%

17.05%

+20.86%

Volatility (1Y)

Calculated over the trailing 1-year period

55.49%

21.86%

+33.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.08%

23.84%

+35.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.08%

31.91%

+27.17%

Dividends

RELY vs. WELL - Dividend Comparison

RELY has not paid dividends to shareholders, while WELL's dividend yield for the trailing twelve months is around 1.43%.


PositionTTM20252024202320222021202020192018201720162015
RELY
Remitly Global, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WELL
Welltower Inc.
1.43%1.52%2.03%2.71%3.72%2.84%4.18%4.26%5.01%5.46%5.14%4.85%

Financials

RELY vs. WELL - Financials Comparison

This section allows you to compare key financial metrics between Remitly Global, Inc. and Welltower Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20222023202420252026
452.80M
3.35B
(RELY) Total Revenue
(WELL) Total Revenue
Values in USD except per share items

RELY vs. WELL - Profitability Comparison

The chart below illustrates the profitability comparison between Remitly Global, Inc. and Welltower Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%2022202320242025202600
Portfolio components
RELY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Remitly Global, Inc. reported a gross profit of 0.00 and revenue of 452.80M. Therefore, the gross margin over that period was 0.0%.

WELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a gross profit of 0.00 and revenue of 3.35B. Therefore, the gross margin over that period was 0.0%.

RELY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Remitly Global, Inc. reported an operating income of 53.74M and revenue of 452.80M, resulting in an operating margin of 11.9%.

WELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported an operating income of 752.32M and revenue of 3.35B, resulting in an operating margin of 22.4%.

RELY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Remitly Global, Inc. reported a net income of 49.05M and revenue of 452.80M, resulting in a net margin of 10.8%.

WELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Welltower Inc. reported a net income of 728.67M and revenue of 3.35B, resulting in a net margin of 21.7%.


Frequently Asked Questions


RELY and WELL have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RELY has higher volatility (13.78%) compared to WELL (9.50%). In terms of maximum drawdown, RELY dropped -86.99% vs WELL's -63.33%.

WELL currently has the higher Sharpe Ratio (1.70 vs 0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for RELY and WELL

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