+50,177.4%
TSCO vs WELL
+7,497.7%
+42,679.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +1.7% | -1.3% | +3.0% | +2.1% |
| 30D | +2.8% | +0.5% | +2.3% | +2.6% |
| 3M | +17.9% | +19.1% | -1.2% | +11.6% |
| 6M | -28.6% | +17.0% | -45.6% | -32.3% |
| YTD | -28.0% | +29.2% | -57.2% | -34.0% |
| 1Y | -39.9% | +42.1% | -82.0% | -46.5% |
| 3Y | -14.0% | +204.5% | -218.5% | -39.8% |
| 5Y | -2.9% | +211.0% | -213.9% | -33.7% |
| 10Y | +199.5% | +337.6% | -138.1% | +63.3% |
| All | +50,177.4% | +7,497.7% | +42,679.7% | +6,288.6% |
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