-82.9%
TTD vs WELL
+204.6%
-287.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -4.3% |
| 7D | +6.3% | -0.8% | +7.1% | +6.4% |
| 30D | -23.9% | -0.1% | -23.8% | -23.9% |
| 3M | -31.4% | +18.0% | -49.4% | -32.1% |
| 6M | -42.7% | +15.0% | -57.7% | -43.4% |
| YTD | -62.0% | +28.6% | -90.6% | -63.4% |
| 1Y | -72.2% | +42.9% | -115.1% | -74.0% |
| All | -82.9% | +204.6% | -287.5% | -88.1% |
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