+206.5%
WELL vs TRI
-11.1%
+217.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | -2.2% | -14.4% | +12.1% | -0.1% |
| 30D | +4.7% | -8.1% | +12.8% | +5.8% |
| 3M | +11.9% | +17.5% | -5.6% | +7.9% |
| 6M | +14.3% | -5.0% | +19.2% | +14.4% |
| YTD | +28.4% | -24.7% | +53.1% | +38.2% |
| 1Y | +42.3% | -41.5% | +83.8% | +67.7% |
| 3Y | +202.6% | -20.3% | +222.9% | +206.0% |
| 5Y | +206.5% | -10.9% | +217.5% | +180.4% |
| All | +206.5% | -11.1% | +217.7% | +180.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling