+275.3%
TMUS vs WELL
+1,224.9%
-949.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +3.6% | +4.4% | -0.9% | +2.1% |
| 30D | -3.4% | +10.8% | -14.2% | -6.6% |
| 3M | -9.5% | +4.2% | -13.7% | -10.8% |
| 6M | -15.2% | +14.0% | -29.2% | -19.0% |
| YTD | -18.9% | +33.4% | -52.3% | -26.6% |
| 1Y | -17.7% | +32.4% | -50.1% | -25.3% |
| 3Y | +15.6% | +194.7% | -179.1% | -19.4% |
| 5Y | +38.9% | +226.5% | -187.6% | -8.1% |
| 10Y | +245.3% | +429.8% | -184.6% | +70.2% |
| All | +275.3% | +1,224.9% | -949.6% | +10.8% |
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