+211.0%
WELL vs TD
+123.5%
+87.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -1.3% | +0.9% | -2.2% | -1.6% |
| 30D | +0.5% | -0.7% | +1.2% | +0.7% |
| 3M | +19.1% | +6.3% | +12.8% | +16.1% |
| 6M | +17.0% | +27.9% | -11.0% | +6.2% |
| YTD | +29.2% | +29.8% | -0.6% | +16.4% |
| 1Y | +42.1% | +63.7% | -21.5% | +16.6% |
| 3Y | +204.5% | +128.3% | +76.2% | +113.5% |
| 5Y | +211.0% | +125.5% | +85.5% | +122.6% |
| All | +211.0% | +123.5% | +87.4% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling