+7,104.2%
TRV vs WELL
+19,596.0%
-12,491.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +8.0% | +6.8% | +1.2% | +5.4% |
| 3M | +9.3% | +6.7% | +2.6% | +6.6% |
| 6M | +36.2% | +13.8% | +22.4% | +29.6% |
| YTD | +40.6% | +33.8% | +6.7% | +25.7% |
| 1Y | +43.1% | +29.6% | +13.4% | +29.3% |
| 3Y | +149.6% | +203.1% | -53.5% | +64.6% |
| 5Y | +181.6% | +223.8% | -42.2% | +77.2% |
| 10Y | +352.5% | +462.8% | -110.2% | +115.7% |
| All | +7,104.2% | +19,596.0% | -12,491.8% | +1,716.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling