-40.9%
TSCO vs WELL
+42.4%
-83.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.4% |
| 7D | +0.8% | -0.8% | +1.6% | +0.8% |
| 30D | +5.5% | -0.1% | +5.5% | +5.4% |
| 3M | +20.0% | +18.0% | +1.9% | +18.2% |
| 6M | -29.8% | +15.0% | -44.8% | -30.9% |
| YTD | -28.7% | +28.6% | -57.3% | -31.6% |
| 1Y | -40.9% | +42.9% | -83.8% | -44.3% |
| All | -40.9% | +42.4% | -83.3% | -44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling