+11,954.4%
TSM vs WELL
+4,901.2%
+7,053.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.4% |
| 7D | -7.6% | +4.4% | -12.0% | -8.9% |
| 30D | -20.5% | +10.8% | -31.3% | -23.3% |
| 3M | -10.0% | +4.2% | -14.2% | -11.5% |
| 6M | -10.1% | +14.0% | -24.1% | -14.9% |
| YTD | +24.5% | +33.4% | -8.9% | +11.5% |
| 1Y | +31.2% | +32.4% | -1.2% | +17.6% |
| 3Y | +322.0% | +194.7% | +127.2% | +183.5% |
| 5Y | +245.3% | +226.5% | +18.8% | +120.5% |
| 10Y | +1,465.8% | +429.8% | +1,036.0% | +636.2% |
| All | +11,954.4% | +4,901.2% | +7,053.2% | +2,291.0% |
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