+204.5%
WELL vs TENB
-24.7%
+229.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.5% |
| 7D | -1.3% | -5.0% | +3.7% | -1.3% |
| 30D | +0.5% | -7.4% | +7.9% | +0.6% |
| 3M | +19.1% | +22.3% | -3.2% | +18.4% |
| 6M | +17.0% | +60.2% | -43.2% | +15.2% |
| YTD | +29.2% | +43.2% | -14.0% | +28.0% |
| 1Y | +42.1% | +8.2% | +34.0% | +43.8% |
| 3Y | +204.5% | -23.8% | +228.3% | +219.1% |
| All | +204.5% | -24.7% | +229.3% | +219.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 3y: compounded portfolio wealth divided by compounded TENB 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…
3y analysis · Full analysis span regression · 6 months rolling