-43.7%
TSCO vs WELL
+42.1%
-85.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.7% | -0.2% | -5.4% | -5.6% |
| 30D | -8.8% | +2.3% | -11.1% | -9.0% |
| 3M | +6.3% | +12.3% | -5.9% | +5.2% |
| 6M | -32.3% | +15.6% | -47.8% | -33.4% |
| YTD | -32.7% | +28.3% | -61.0% | -35.4% |
| 1Y | -43.7% | +41.9% | -85.6% | -46.7% |
| All | -43.7% | +42.1% | -85.8% | -46.7% |
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