+550.5%
TTD vs WELL
+451.0%
+99.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | +1.0% | +14.5% | +15.1% |
| 7D | +19.0% | +3.5% | +15.5% | +17.5% |
| 30D | +23.6% | +9.7% | +13.9% | +19.4% |
| 3M | +8.2% | +4.8% | +3.4% | +6.2% |
| 6M | -35.3% | +16.1% | -51.4% | -39.4% |
| YTD | -60.7% | +34.7% | -95.4% | -65.6% |
| 1Y | -65.3% | +31.9% | -97.2% | -69.4% |
| 3Y | -80.6% | +209.9% | -290.4% | -88.3% |
| 5Y | -84.6% | +226.5% | -311.2% | -91.1% |
| 10Y | +550.5% | +455.3% | +95.3% | +186.0% |
| All | +550.5% | +451.0% | +99.6% | +186.0% |
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