+293.8%
TRV vs WELL
+356.9%
-63.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -1.5% | -2.2% | +0.8% | -0.7% |
| 30D | -1.8% | +4.7% | -6.5% | -3.5% |
| 3M | +21.6% | +11.9% | +9.6% | +16.6% |
| 6M | +22.5% | +14.3% | +8.2% | +16.2% |
| YTD | +28.1% | +28.4% | -0.2% | +16.4% |
| 1Y | +37.0% | +42.3% | -5.3% | +19.5% |
| 3Y | +141.9% | +202.6% | -60.7% | +58.6% |
| 5Y | +158.5% | +206.5% | -48.0% | +65.1% |
| All | +293.8% | +356.9% | -63.1% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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