+245.3%
WELL vs TE
-53.0%
+298.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.1% |
| 7D | -0.8% | -4.0% | +3.2% | -0.7% |
| 30D | -0.1% | -15.9% | +15.8% | +0.2% |
| 3M | +18.0% | -60.5% | +78.6% | +19.9% |
| 6M | +15.0% | -35.2% | +50.2% | +14.7% |
| YTD | +28.6% | -31.1% | +59.7% | +27.5% |
| 1Y | +42.9% | +148.6% | -105.7% | +34.6% |
| 3Y | +203.0% | -26.4% | +229.4% | +196.5% |
| 5Y | +206.9% | -48.0% | +254.9% | +203.5% |
| All | +245.3% | -53.0% | +298.2% | +223.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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