+211.0%
WELL vs TRMB
-37.5%
+248.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.7% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +0.5% | -1.2% | +1.7% | +0.7% |
| 3M | +19.1% | +9.6% | +9.5% | +16.7% |
| 6M | +17.0% | -16.1% | +33.1% | +20.3% |
| YTD | +29.2% | -25.0% | +54.2% | +35.6% |
| 1Y | +42.1% | -27.7% | +69.8% | +50.0% |
| 3Y | +204.5% | +15.3% | +189.2% | +179.6% |
| 5Y | +211.0% | -37.4% | +248.4% | +221.5% |
| All | +211.0% | -37.5% | +248.5% | +221.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling