+18,665.9%
WELL vs TSN
+890.5%
+17,775.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -0.8% | -6.3% | +5.5% | +0.6% |
| 30D | -0.1% | -10.8% | +10.7% | +2.4% |
| 3M | +18.0% | -8.8% | +26.8% | +20.2% |
| 6M | +15.0% | -16.8% | +31.8% | +19.3% |
| YTD | +28.6% | -10.0% | +38.6% | +30.9% |
| 1Y | +42.9% | -5.3% | +48.2% | +43.5% |
| 3Y | +203.0% | +8.5% | +194.5% | +192.4% |
| 5Y | +206.9% | -22.9% | +229.8% | +216.5% |
| 10Y | +339.5% | -12.6% | +352.1% | +334.8% |
| All | +18,665.9% | +890.5% | +17,775.4% | +12,531.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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