+1,753.6%
TSM vs WELL
+335.2%
+1,418.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.3% |
| 7D | +6.0% | -1.3% | +7.4% | +6.3% |
| 30D | +4.5% | +0.5% | +4.0% | +4.4% |
| 3M | +3.1% | +19.1% | -16.0% | -0.9% |
| 6M | +30.2% | +17.0% | +13.2% | +25.3% |
| YTD | +45.2% | +29.2% | +16.0% | +36.8% |
| 1Y | +79.6% | +42.1% | +37.4% | +65.4% |
| 3Y | +411.0% | +204.5% | +206.4% | +294.2% |
| 5Y | +290.7% | +211.0% | +79.7% | +196.7% |
| 10Y | +1,753.6% | +337.6% | +1,416.0% | +1,177.5% |
| All | +1,753.6% | +335.2% | +1,418.4% | +1,177.5% |
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