+208.8%
WELL vs TRGP
+639.4%
-430.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | +0.7% | +9.5% | -8.7% | -1.3% |
| 3M | +14.5% | +10.8% | +3.7% | +11.6% |
| 6M | +14.4% | +25.3% | -10.9% | +8.2% |
| YTD | +28.5% | +60.3% | -31.8% | +14.7% |
| 1Y | +41.8% | +84.6% | -42.8% | +22.0% |
| 3Y | +202.8% | +264.4% | -61.5% | +112.3% |
| 5Y | +208.8% | +636.6% | -427.8% | +79.8% |
| All | +208.8% | +639.4% | -430.6% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling