+2,973.5%
TSLA vs WELL
+459.5%
+2,514.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -4.7% | +3.0% | -7.7% | -5.7% |
| 30D | -0.8% | +10.2% | -11.0% | -4.3% |
| 3M | +14.8% | +6.1% | +8.6% | +12.1% |
| 6M | -11.3% | +16.6% | -28.0% | -17.0% |
| YTD | -15.6% | +35.3% | -50.9% | -25.5% |
| 1Y | -14.7% | +31.5% | -46.2% | -24.0% |
| 3Y | +76.9% | +206.5% | -129.5% | +14.2% |
| 5Y | +6.7% | +222.0% | -215.3% | -33.2% |
| 10Y | +2,973.5% | +473.8% | +2,499.7% | +1,388.2% |
| All | +2,973.5% | +459.5% | +2,514.0% | +1,388.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling