+455.3%
WELL vs THC
+1,325.8%
-870.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.5% |
| 7D | +3.5% | +7.5% | -4.0% | +1.6% |
| 30D | +9.7% | +9.6% | +0.1% | +7.2% |
| 3M | +4.8% | +10.3% | -5.5% | +2.1% |
| 6M | +16.1% | +51.8% | -35.7% | +3.5% |
| YTD | +34.7% | +45.4% | -10.7% | +20.4% |
| 1Y | +31.9% | +40.8% | -8.9% | +18.5% |
| 3Y | +209.9% | +448.8% | -238.9% | +88.0% |
| 5Y | +226.5% | +263.4% | -36.9% | +108.7% |
| 10Y | +455.3% | +1,800.1% | -1,344.8% | +118.7% |
| All | +455.3% | +1,325.8% | -870.5% | +118.7% |
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