+881.1%
WELL vs TRGP
+2,231.3%
-1,350.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | -0.8% | +0.8% | -1.6% | -1.0% |
| 30D | -0.1% | +11.5% | -11.6% | -2.8% |
| 3M | +18.0% | +9.0% | +9.0% | +15.3% |
| 6M | +15.0% | +20.5% | -5.5% | +9.4% |
| YTD | +28.6% | +59.5% | -30.9% | +14.2% |
| 1Y | +42.9% | +77.9% | -35.0% | +23.2% |
| 3Y | +203.0% | +253.6% | -50.6% | +116.8% |
| 5Y | +206.9% | +615.5% | -408.6% | +81.5% |
| 10Y | +339.5% | +897.1% | -557.6% | +88.5% |
| All | +881.1% | +2,231.3% | -1,350.2% | +175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling