+443.3%
WELL vs TRGP
+819.3%
-376.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.4% |
| 7D | +0.1% | +9.0% | -8.9% | -2.4% |
| 30D | +6.8% | +1.5% | +5.3% | +5.9% |
| 3M | +6.7% | +10.7% | -4.0% | +2.9% |
| 6M | +13.8% | +17.1% | -3.3% | +7.5% |
| YTD | +33.8% | +63.6% | -29.8% | +13.9% |
| 1Y | +29.6% | +77.0% | -47.3% | +7.5% |
| 3Y | +203.1% | +273.2% | -70.1% | +93.9% |
| 5Y | +223.8% | +508.6% | -284.8% | +72.8% |
| All | +443.3% | +819.3% | -376.0% | +77.3% |
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