+6,265.6%
WELL vs TD
+7,879.0%
-1,613.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.5% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -0.1% | +0.4% | -0.5% | -0.3% |
| 3M | +18.0% | +7.6% | +10.4% | +14.1% |
| 6M | +15.0% | +25.0% | -10.0% | +4.4% |
| YTD | +28.6% | +31.0% | -2.4% | +14.2% |
| 1Y | +42.9% | +65.2% | -22.3% | +15.0% |
| 3Y | +203.0% | +122.5% | +80.5% | +112.4% |
| 5Y | +206.9% | +124.8% | +82.1% | +112.4% |
| 10Y | +339.5% | +298.2% | +41.3% | +145.6% |
| All | +6,265.6% | +7,879.0% | -1,613.4% | +2,154.6% |
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 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