+202.2%
WELL vs TENB
+9.5%
+192.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.2% |
| 7D | +0.1% | -3.3% | +3.4% | +0.1% |
| 30D | +5.7% | +6.9% | -1.3% | +5.7% |
| 3M | +4.6% | +1.8% | +2.8% | +4.7% |
| 6M | +11.9% | +98.1% | -86.2% | +9.8% |
| YTD | +33.6% | +73.2% | -39.6% | +32.2% |
| 1Y | +29.8% | +50.7% | -20.9% | +30.0% |
| 3Y | +202.2% | +9.3% | +192.8% | +210.1% |
| All | +202.2% | +9.5% | +192.7% | +210.1% |
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