+20,427.4%
TXN vs WELL
+18,912.8%
+1,514.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | +2.2% | -1.3% | +3.5% | +2.6% |
| 30D | -9.5% | +0.5% | -10.0% | -9.7% |
| 3M | -10.5% | +19.1% | -29.6% | -15.7% |
| 6M | +35.4% | +17.0% | +18.4% | +28.2% |
| YTD | +51.8% | +29.2% | +22.6% | +39.3% |
| 1Y | +42.9% | +42.1% | +0.8% | +27.2% |
| 3Y | +71.3% | +204.5% | -133.2% | +19.4% |
| 5Y | +58.0% | +211.0% | -153.0% | +7.9% |
| 10Y | +393.3% | +337.6% | +55.6% | +176.9% |
| All | +20,427.4% | +18,912.8% | +1,514.6% | +4,942.5% |
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 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