+5,540.2%
WELL vs TPR
+8,033.7%
-2,493.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | +4.4% | +14.2% | -9.8% | +1.1% |
| 30D | +10.8% | +17.1% | -6.3% | +6.5% |
| 3M | +4.2% | -17.7% | +21.9% | +8.3% |
| 6M | +14.0% | -10.2% | +24.2% | +15.4% |
| YTD | +33.4% | +4.9% | +28.5% | +29.3% |
| 1Y | +32.4% | +36.1% | -3.7% | +20.1% |
| 3Y | +194.7% | +416.5% | -221.7% | +82.9% |
| 5Y | +226.5% | +254.8% | -28.3% | +114.5% |
| 10Y | +429.8% | +391.7% | +38.1% | +184.0% |
| All | +5,540.2% | +8,033.7% | -2,493.5% | +2,064.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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