+356.5%
WELL vs TRMB
+113.5%
+243.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | +0.3% |
| 7D | -1.1% | -2.9% | +1.8% | -0.1% |
| 30D | +0.7% | -1.8% | +2.5% | +1.2% |
| 3M | +14.5% | +8.4% | +6.1% | +10.6% |
| 6M | +14.4% | -18.5% | +32.9% | +21.6% |
| YTD | +28.5% | -26.7% | +55.2% | +41.2% |
| 1Y | +41.8% | -28.3% | +70.1% | +56.2% |
| 3Y | +202.8% | +12.6% | +190.2% | +164.6% |
| 5Y | +208.8% | -38.7% | +247.5% | +244.0% |
| 10Y | +356.5% | +120.8% | +235.8% | +151.8% |
| All | +356.5% | +113.5% | +243.0% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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