-73.1%
TTD vs WELL
+43.5%
-116.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.7% |
| 7D | +1.7% | -1.3% | +3.1% | +1.4% |
| 30D | +1.6% | +0.5% | +1.1% | +1.7% |
| 3M | -27.8% | +19.1% | -46.9% | -23.9% |
| 6M | -52.1% | +17.0% | -69.1% | -49.7% |
| YTD | -63.1% | +29.2% | -92.3% | -61.5% |
| 1Y | -73.1% | +42.1% | -115.2% | -72.6% |
| All | -73.1% | +43.5% | -116.5% | -72.6% |
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