+19,391.6%
WELL vs TGT
+6,306.3%
+13,085.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +0.1% | +2.6% | -2.5% | -0.4% |
| 30D | +5.7% | +4.7% | +1.0% | +4.6% |
| 3M | +4.6% | +4.6% | +0.1% | +3.4% |
| 6M | +11.9% | +34.9% | -23.0% | +4.6% |
| YTD | +33.6% | +70.9% | -37.3% | +18.5% |
| 1Y | +29.8% | +84.4% | -54.6% | +13.1% |
| 3Y | +202.2% | +69.1% | +133.0% | +158.0% |
| 5Y | +223.2% | -26.9% | +250.2% | +224.3% |
| 10Y | +461.7% | +207.6% | +254.0% | +294.9% |
| All | +19,391.6% | +6,306.3% | +13,085.3% | +9,434.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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