+1,517.6%
WELL vs TDG
+12,839.7%
-11,322.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.2% |
| 7D | -1.1% | -2.4% | +1.3% | 0.0% |
| 30D | +0.7% | -8.0% | +8.7% | +4.5% |
| 3M | +14.5% | -10.5% | +25.0% | +19.6% |
| 6M | +14.4% | -11.9% | +26.3% | +19.6% |
| YTD | +28.5% | -15.4% | +43.8% | +36.2% |
| 1Y | +41.8% | -14.2% | +56.0% | +48.7% |
| 3Y | +202.8% | +51.0% | +151.8% | +132.8% |
| 5Y | +208.8% | +126.5% | +82.4% | +88.4% |
| 10Y | +356.5% | +535.6% | -179.0% | +70.3% |
| All | +1,517.6% | +12,839.7% | -11,322.1% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling