+469.0%
WELL vs THC
+1,861.3%
-1,392.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +3.0% | +8.8% | -5.8% | +0.8% |
| 30D | +10.2% | +10.0% | +0.2% | +7.6% |
| 3M | +6.1% | +11.7% | -5.5% | +3.0% |
| 6M | +16.6% | +52.5% | -35.8% | +3.9% |
| YTD | +35.3% | +46.1% | -10.7% | +20.8% |
| 1Y | +31.5% | +49.1% | -17.6% | +16.5% |
| 3Y | +206.5% | +439.6% | -233.2% | +86.9% |
| 5Y | +222.0% | +263.2% | -41.2% | +105.9% |
| All | +469.0% | +1,861.3% | -1,392.2% | +126.2% |
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