+473.8%
WELL vs TRMB
+96.4%
+377.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | +3.0% | -16.6% | +19.6% | +8.6% |
| 30D | +10.2% | -8.9% | +19.1% | +12.5% |
| 3M | +6.1% | -6.3% | +12.4% | +7.0% |
| 6M | +16.6% | -10.0% | +26.6% | +18.3% |
| YTD | +35.3% | -30.1% | +65.5% | +49.3% |
| 1Y | +31.5% | -31.3% | +62.8% | +45.5% |
| 3Y | +206.5% | +30.8% | +175.6% | +148.2% |
| 5Y | +222.0% | -35.9% | +257.9% | +244.7% |
| 10Y | +473.8% | +101.7% | +372.1% | +231.7% |
| All | +473.8% | +96.4% | +377.3% | +231.7% |
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