+19,368.3%
WELL vs TECH
+101,542.6%
-82,174.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +4.4% | +0.2% | +4.3% | +4.4% |
| 30D | +10.8% | +0.3% | +10.5% | +10.8% |
| 3M | +4.2% | +1.3% | +2.9% | +4.1% |
| 6M | +14.0% | +54.0% | -40.0% | +8.7% |
| YTD | +33.4% | +24.3% | +9.1% | +29.2% |
| 1Y | +32.4% | +25.8% | +6.6% | +27.9% |
| 3Y | +194.7% | +26.0% | +168.8% | +179.9% |
| 5Y | +226.5% | -40.1% | +266.6% | +232.2% |
| 10Y | +429.8% | +210.6% | +219.3% | +355.9% |
| All | +19,368.3% | +101,542.6% | -82,174.3% | +14,505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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