+51,830.1%
TSCO vs WELL
+7,755.6%
+44,074.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +11.3% | +5.7% | +5.7% | +9.5% |
| 3M | +1.5% | +4.6% | -3.2% | 0.0% |
| 6M | +24.0% | +11.9% | +12.1% | +19.3% |
| YTD | -25.7% | +33.6% | -59.3% | -32.5% |
| 1Y | -33.6% | +29.8% | -63.3% | -39.2% |
| 3Y | -1.5% | +202.2% | -203.7% | -30.9% |
| 5Y | -9.6% | +223.2% | -232.8% | -38.9% |
| 10Y | +200.8% | +461.7% | -260.9% | +49.8% |
| All | +51,830.1% | +7,755.6% | +44,074.5% | +6,427.7% |
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 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