-83.3%
TTD vs WELL
+195.0%
-278.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.2% | +4.4% | +0.8% | +5.1% |
| 30D | +6.9% | +10.8% | -3.9% | +6.8% |
| 3M | -26.8% | +4.2% | -31.0% | -26.9% |
| 6M | -46.1% | +14.0% | -60.1% | -46.2% |
| YTD | -65.9% | +33.4% | -99.4% | -66.7% |
| 1Y | -71.8% | +32.4% | -104.2% | -72.4% |
| 3Y | -83.3% | +194.7% | -278.1% | -86.3% |
| All | -83.3% | +195.0% | -278.3% | -86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling