+36.5%
WELL vs TDG
-5.9%
+42.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +9.2% | +7.1% | +2.1% | +8.3% |
| 30D | +10.6% | +11.4% | -0.7% | +9.4% |
| 3M | +7.5% | -4.6% | +12.1% | +7.6% |
| 6M | +15.0% | +5.8% | +9.2% | +13.3% |
| YTD | +35.0% | -8.5% | +43.5% | +34.3% |
| 1Y | +36.5% | -5.8% | +42.3% | +36.1% |
| All | +36.5% | -5.9% | +42.4% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling