+19,368.3%
WELL vs TAP
+821.1%
+18,547.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | +0.6% |
| 7D | +4.4% | +0.5% | +3.9% | +4.3% |
| 30D | +10.8% | +9.1% | +1.7% | +9.0% |
| 3M | +4.2% | -3.8% | +8.0% | +4.7% |
| 6M | +14.0% | -3.4% | +17.4% | +14.3% |
| YTD | +33.4% | -10.6% | +44.1% | +35.2% |
| 1Y | +32.4% | -4.4% | +36.8% | +32.5% |
| 3Y | +194.7% | -24.4% | +219.1% | +204.7% |
| 5Y | +226.5% | +2.1% | +224.4% | +218.8% |
| 10Y | +429.8% | -48.7% | +478.6% | +454.3% |
| All | +19,368.3% | +821.1% | +18,547.2% | +16,796.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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