+337.6%
WELL vs THC
+952.2%
-614.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.7% | +1.0% |
| 7D | -1.3% | -2.6% | +1.2% | -0.7% |
| 30D | +0.5% | -1.2% | +1.7% | +0.8% |
| 3M | +19.1% | +58.9% | -39.8% | +5.4% |
| 6M | +17.0% | +9.3% | +7.6% | +13.0% |
| YTD | +29.2% | +30.4% | -1.2% | +18.9% |
| 1Y | +42.1% | +34.6% | +7.6% | +29.3% |
| 3Y | +204.5% | +246.7% | -42.1% | +109.0% |
| 5Y | +211.0% | +244.5% | -33.6% | +102.0% |
| 10Y | +337.6% | +950.1% | -612.5% | +88.4% |
| All | +337.6% | +952.2% | -614.6% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling