+412.3%
TTD vs WELL
+384.0%
+28.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.1% |
| 7D | +19.9% | +3.0% | +16.9% | +18.6% |
| 30D | +27.6% | +10.2% | +17.4% | +23.0% |
| 3M | +15.2% | +6.1% | +9.0% | +12.4% |
| 6M | -33.2% | +16.6% | -49.8% | -37.5% |
| YTD | -59.4% | +35.3% | -94.7% | -64.6% |
| 1Y | -64.4% | +31.5% | -95.8% | -68.6% |
| 3Y | -75.9% | +206.5% | -282.4% | -85.5% |
| 5Y | -82.6% | +222.0% | -304.6% | -89.9% |
| 10Y | +558.1% | +473.8% | +84.3% | +168.4% |
| All | +412.3% | +384.0% | +28.3% | +138.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling