+349.8%
WELL vs TKO
+989.7%
-639.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -0.2% | +2.3% | -2.5% | -0.7% |
| 30D | +2.3% | -2.5% | +4.8% | +2.7% |
| 3M | +12.3% | -10.6% | +22.9% | +14.5% |
| 6M | +15.6% | -5.1% | +20.6% | +16.0% |
| YTD | +28.3% | -8.2% | +36.5% | +29.4% |
| 1Y | +41.9% | -4.4% | +46.4% | +41.7% |
| 3Y | +198.3% | +100.4% | +98.0% | +147.3% |
| 5Y | +206.4% | +294.3% | -87.9% | +108.0% |
| All | +349.8% | +989.7% | -639.9% | +171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 TKO 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