+443.3%
WELL vs TD
+300.1%
+143.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +0.1% | +0.6% | -0.4% | -0.2% |
| 30D | +6.8% | +5.0% | +1.8% | +3.5% |
| 3M | +6.7% | +1.1% | +5.6% | +5.6% |
| 6M | +13.8% | +16.5% | -2.6% | +2.3% |
| YTD | +33.8% | +34.3% | -0.4% | +9.2% |
| 1Y | +29.6% | +52.9% | -23.2% | -3.1% |
| 3Y | +203.1% | +132.2% | +70.9% | +66.2% |
| 5Y | +223.8% | +101.9% | +122.0% | +92.1% |
| All | +443.3% | +300.1% | +143.2% | +82.7% |
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