+19,401.7%
WELL vs TYL
+14,906.9%
+4,494.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.2% |
| 7D | +5.3% | +15.1% | -9.8% | +4.0% |
| 30D | +8.7% | +30.1% | -21.4% | +6.3% |
| 3M | +3.8% | +40.4% | -36.5% | +0.7% |
| 6M | +15.4% | +31.3% | -15.9% | +12.3% |
| YTD | +33.7% | -5.2% | +38.8% | +33.2% |
| 1Y | +33.6% | -6.6% | +40.2% | +33.4% |
| 3Y | +194.2% | +3.4% | +190.8% | +190.2% |
| 5Y | +227.0% | -19.3% | +246.3% | +226.9% |
| 10Y | +430.7% | +178.1% | +252.6% | +382.1% |
| All | +19,401.7% | +14,906.9% | +4,494.8% | +12,809.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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