-72.0%
TTD vs WELL
+37.3%
-109.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | 0.0% | +3.5% |
| 7D | +3.7% | +9.2% | -5.5% | +5.7% |
| 30D | +10.4% | +10.6% | -0.2% | +13.4% |
| 3M | -31.6% | +7.5% | -39.1% | -30.3% |
| 6M | -45.1% | +15.0% | -60.1% | -42.5% |
| YTD | -65.1% | +35.0% | -100.2% | -61.8% |
| 1Y | -72.0% | +36.5% | -108.5% | -68.5% |
| All | -72.0% | +37.3% | -109.3% | -68.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling