+6,589.9%
WELL vs TD
+8,109.5%
-1,519.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.3% |
| 7D | +0.1% | -3.1% | +3.1% | +1.3% |
| 30D | +7.8% | +6.7% | +1.1% | +4.9% |
| 3M | +10.2% | +3.1% | +7.1% | +8.6% |
| 6M | +16.4% | +17.6% | -1.3% | +8.2% |
| YTD | +35.2% | +34.8% | +0.4% | +18.5% |
| 1Y | +30.5% | +55.6% | -25.1% | +7.6% |
| 3Y | +206.1% | +133.1% | +73.0% | +110.3% |
| 5Y | +228.3% | +104.7% | +123.6% | +136.3% |
| 10Y | +468.3% | +303.6% | +164.8% | +215.2% |
| All | +6,589.9% | +8,109.5% | -1,519.6% | +2,238.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling