+19,368.3%
WELL vs THC
+550.9%
+18,817.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +4.4% | +3.7% | +0.7% | +3.8% |
| 30D | +10.8% | +9.0% | +1.8% | +9.3% |
| 3M | +4.2% | +10.4% | -6.2% | +2.5% |
| 6M | +14.0% | +45.7% | -31.7% | +7.1% |
| YTD | +33.4% | +42.6% | -9.2% | +25.2% |
| 1Y | +32.4% | +38.8% | -6.3% | +24.5% |
| 3Y | +194.7% | +418.8% | -224.1% | +123.1% |
| 5Y | +226.5% | +275.7% | -49.2% | +151.8% |
| 10Y | +429.8% | +1,496.2% | -1,066.4% | +210.8% |
| All | +19,368.3% | +550.9% | +18,817.4% | +9,469.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling