+204.5%
WELL vs TRGP
+265.9%
-61.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.2% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | +0.5% | +14.6% | -14.1% | -1.7% |
| 3M | +19.1% | +11.9% | +7.1% | +16.7% |
| 6M | +17.0% | +25.3% | -8.3% | +12.3% |
| YTD | +29.2% | +61.9% | -32.7% | +18.7% |
| 1Y | +42.1% | +87.3% | -45.1% | +27.0% |
| 3Y | +204.5% | +268.0% | -63.4% | +138.6% |
| All | +204.5% | +265.9% | -61.3% | +138.6% |
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