+41.8%
WELL vs TEM
-24.0%
+65.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.6% |
| 7D | -1.1% | -1.1% | -0.1% | -1.1% |
| 30D | +0.7% | +11.3% | -10.6% | +1.1% |
| 3M | +14.5% | +25.5% | -11.0% | +15.3% |
| 6M | +14.4% | +17.1% | -2.7% | +14.8% |
| YTD | +28.5% | +3.8% | +24.7% | +28.8% |
| 1Y | +41.8% | -24.4% | +66.1% | +41.9% |
| All | +41.8% | -24.0% | +65.7% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling