+349.8%
WELL vs TD
+306.3%
+43.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.5% |
| 7D | -0.2% | -0.5% | +0.3% | +0.1% |
| 30D | +2.3% | -1.9% | +4.2% | +3.4% |
| 3M | +12.3% | +4.8% | +7.5% | +8.4% |
| 6M | +15.6% | +28.0% | -12.4% | -2.2% |
| YTD | +28.3% | +30.3% | -2.0% | +7.0% |
| 1Y | +41.9% | +59.8% | -17.9% | +3.1% |
| 3Y | +198.3% | +124.7% | +73.6% | +67.3% |
| 5Y | +206.4% | +127.0% | +79.5% | +64.3% |
| All | +349.8% | +306.3% | +43.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling