+931.1%
WELL vs TRGP
+2,254.6%
-1,323.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.0% |
| 7D | +0.1% | +2.4% | -2.3% | -0.5% |
| 30D | +7.8% | +0.8% | +6.9% | +7.2% |
| 3M | +10.2% | +10.4% | -0.1% | +7.2% |
| 6M | +16.4% | +16.3% | +0.1% | +11.4% |
| YTD | +35.2% | +61.1% | -26.0% | +19.3% |
| 1Y | +30.5% | +71.6% | -41.2% | +13.3% |
| 3Y | +206.1% | +267.5% | -61.4% | +116.5% |
| 5Y | +228.3% | +488.1% | -259.9% | +103.3% |
| 10Y | +468.3% | +803.8% | -335.4% | +145.7% |
| All | +931.1% | +2,254.6% | -1,323.5% | +187.6% |
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 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