+376.6%
WELL vs TENB
+3.0%
+373.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -0.8% | -9.1% | +8.3% | +0.5% |
| 30D | -0.1% | -4.9% | +4.8% | +0.3% |
| 3M | +18.0% | +16.9% | +1.1% | +13.9% |
| 6M | +15.0% | +68.0% | -53.0% | +3.8% |
| YTD | +28.6% | +45.6% | -16.9% | +18.4% |
| 1Y | +42.9% | +12.7% | +30.2% | +37.2% |
| 3Y | +203.0% | -24.4% | +227.4% | +205.9% |
| 5Y | +206.9% | -26.7% | +233.6% | +194.8% |
| All | +376.6% | +3.0% | +373.6% | +242.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling