+2,717.9%
WELL vs TRI
+518.6%
+2,199.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +3.1% |
| 7D | -1.3% | -7.1% | +5.8% | +1.5% |
| 30D | +0.5% | -2.3% | +2.8% | +0.9% |
| 3M | +19.1% | +19.6% | -0.5% | +7.8% |
| 6M | +17.0% | -8.7% | +25.7% | +16.7% |
| YTD | +29.2% | -22.3% | +51.5% | +36.0% |
| 1Y | +42.1% | -40.7% | +82.8% | +69.6% |
| 3Y | +204.5% | -17.8% | +222.3% | +203.2% |
| 5Y | +211.0% | -8.5% | +219.5% | +189.3% |
| 10Y | +337.6% | +192.6% | +145.0% | +133.7% |
| All | +2,717.9% | +518.6% | +2,199.2% | +892.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling