+66.2%
TSM vs WELL
+41.7%
+24.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +2.6% | -2.2% | +4.9% | +2.3% |
| 30D | +1.4% | +4.7% | -3.3% | +2.1% |
| 3M | +5.0% | +11.9% | -7.0% | +5.8% |
| 6M | +24.0% | +14.3% | +9.7% | +24.7% |
| YTD | +41.6% | +28.4% | +13.2% | +39.5% |
| 1Y | +66.2% | +42.3% | +23.9% | +55.9% |
| All | +66.2% | +41.7% | +24.5% | +55.9% |
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