+205.7%
WELL vs TRGP
+267.3%
-61.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.6% |
| 7D | +0.1% | +2.4% | -2.3% | -0.3% |
| 30D | +7.8% | +0.8% | +6.9% | +7.4% |
| 3M | +10.2% | +10.4% | -0.1% | +8.2% |
| 6M | +16.4% | +16.3% | +0.1% | +13.1% |
| YTD | +35.2% | +61.1% | -26.0% | +24.3% |
| 1Y | +30.5% | +71.6% | -41.2% | +18.6% |
| All | +205.7% | +267.3% | -61.6% | +146.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling