+154.5%
TRV vs WELL
+211.0%
-56.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +0.2% | -1.1% | +1.3% | +0.5% |
| 30D | -2.3% | +0.7% | -3.1% | -2.6% |
| 3M | +22.7% | +14.5% | +8.2% | +18.3% |
| 6M | +21.9% | +14.4% | +7.5% | +17.4% |
| YTD | +27.5% | +28.5% | -1.0% | +18.9% |
| 1Y | +36.2% | +41.8% | -5.5% | +23.5% |
| 3Y | +140.6% | +202.8% | -62.2% | +82.7% |
| 5Y | +154.5% | +208.8% | -54.3% | +93.1% |
| All | +154.5% | +211.0% | -56.5% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling