+44.3%
TXN vs WELL
+41.7%
+2.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +2.0% | -2.2% | +4.2% | +2.2% |
| 30D | -8.0% | +4.7% | -12.7% | -8.5% |
| 3M | -7.8% | +11.9% | -19.7% | -11.0% |
| 6M | +32.4% | +14.3% | +18.1% | +25.9% |
| YTD | +51.7% | +28.4% | +23.3% | +42.6% |
| 1Y | +44.3% | +42.3% | +2.0% | +32.0% |
| All | +44.3% | +41.7% | +2.6% | +32.0% |
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 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