+44,577.7%
TJX vs WELL
+18,912.8%
+25,664.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.6% |
| 7D | -3.3% | -1.3% | -1.9% | -2.8% |
| 30D | -19.9% | +0.5% | -20.4% | -20.0% |
| 3M | -19.0% | +19.1% | -38.1% | -23.9% |
| 6M | -18.6% | +17.0% | -35.5% | -23.3% |
| YTD | -15.3% | +29.2% | -44.5% | -23.0% |
| 1Y | -7.3% | +42.1% | -49.5% | -18.7% |
| 3Y | +46.6% | +204.5% | -158.0% | -2.5% |
| 5Y | +98.5% | +211.0% | -112.5% | +28.7% |
| 10Y | +289.1% | +337.6% | -48.5% | +107.8% |
| All | +44,577.7% | +18,912.8% | +25,664.9% | +9,218.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling