+56.4%
TXN vs WELL
+207.6%
-151.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | +2.0% | -2.2% | +4.2% | +2.6% |
| 30D | -8.0% | +4.7% | -12.7% | -9.3% |
| 3M | -7.8% | +11.9% | -19.7% | -11.5% |
| 6M | +32.4% | +14.3% | +18.1% | +25.9% |
| YTD | +51.7% | +28.4% | +23.3% | +39.0% |
| 1Y | +44.3% | +42.3% | +2.0% | +27.5% |
| 3Y | +71.3% | +202.6% | -131.3% | +15.1% |
| 5Y | +56.4% | +206.5% | -150.1% | +3.5% |
| All | +56.4% | +207.6% | -151.1% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling