+349.8%
WELL vs TRGP
+863.3%
-513.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +2.3% | +8.0% | -5.7% | -0.1% |
| 3M | +12.3% | +8.3% | +4.0% | +9.2% |
| 6M | +15.6% | +23.9% | -8.3% | +7.7% |
| YTD | +28.3% | +59.6% | -31.3% | +10.6% |
| 1Y | +41.9% | +79.4% | -37.5% | +17.6% |
| 3Y | +198.3% | +269.4% | -71.1% | +92.6% |
| 5Y | +206.4% | +641.6% | -435.2% | +54.6% |
| All | +349.8% | +863.3% | -513.5% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling