+206.5%
WELL vs TDG
+125.9%
+80.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.2% | -2.7% | +0.4% | -1.5% |
| 30D | +4.7% | -9.3% | +14.0% | +7.5% |
| 3M | +11.9% | -7.1% | +19.0% | +13.7% |
| 6M | +14.3% | -11.2% | +25.4% | +17.2% |
| YTD | +28.4% | -15.3% | +43.6% | +33.1% |
| 1Y | +42.3% | -12.5% | +54.8% | +45.7% |
| 3Y | +202.6% | +51.2% | +151.4% | +145.0% |
| 5Y | +206.5% | +126.1% | +80.4% | +107.8% |
| All | +206.5% | +125.9% | +80.7% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling