+97.3%
TJX vs WELL
+207.6%
-110.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -4.4% | -2.2% | -2.1% | -3.8% |
| 30D | -18.6% | +4.7% | -23.3% | -19.6% |
| 3M | -24.4% | +11.9% | -36.3% | -26.8% |
| 6M | -20.2% | +14.3% | -34.5% | -23.5% |
| YTD | -16.9% | +28.4% | -45.3% | -23.0% |
| 1Y | -8.5% | +42.3% | -50.8% | -17.9% |
| 3Y | +43.7% | +202.6% | -158.8% | +2.4% |
| 5Y | +97.3% | +206.5% | -109.2% | +40.4% |
| All | +97.3% | +207.6% | -110.2% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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