+198.7%
WELL vs TRI
-19.2%
+217.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.4% |
| 7D | -1.1% | -8.4% | +7.3% | -0.5% |
| 30D | +0.7% | -6.5% | +7.2% | +1.2% |
| 3M | +14.5% | +18.6% | -4.1% | +12.1% |
| 6M | +14.4% | -10.4% | +24.9% | +15.9% |
| YTD | +28.5% | -23.7% | +52.2% | +37.7% |
| 1Y | +41.8% | -42.5% | +84.2% | +66.5% |
| All | +198.7% | -19.2% | +217.9% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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