+18,665.9%
WELL vs TECH
+101,053.8%
-82,388.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.1% | +0.7% | -0.8% | -0.2% |
| 3M | +18.0% | +36.3% | -18.3% | +14.1% |
| 6M | +15.0% | +25.6% | -10.6% | +11.5% |
| YTD | +28.6% | +23.7% | +4.9% | +24.6% |
| 1Y | +42.9% | +37.6% | +5.3% | +36.5% |
| 3Y | +203.0% | -6.6% | +209.6% | +197.0% |
| 5Y | +206.9% | -42.2% | +249.1% | +213.1% |
| 10Y | +339.5% | +187.6% | +151.9% | +280.7% |
| All | +18,665.9% | +101,053.8% | -82,388.0% | +13,985.0% |
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