-65.5%
TTD vs WELL
+31.8%
-97.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | +1.0% | +14.5% | +15.6% |
| 7D | +19.0% | +3.5% | +15.5% | +19.7% |
| 30D | +23.6% | +9.7% | +13.9% | +26.4% |
| 3M | +8.2% | +4.8% | +3.4% | +9.0% |
| 6M | -35.3% | +16.1% | -51.4% | -32.1% |
| YTD | -60.7% | +34.7% | -95.4% | -57.3% |
| All | -65.5% | +31.8% | -97.3% | -62.2% |
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