+349.8%
WELL vs TRU
+147.2%
+202.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | -0.2% | -2.7% | +2.5% | +0.7% |
| 30D | +2.3% | -2.0% | +4.4% | +2.8% |
| 3M | +12.3% | +18.4% | -6.2% | +5.3% |
| 6M | +15.6% | +8.9% | +6.7% | +10.6% |
| YTD | +28.3% | -8.9% | +37.2% | +29.1% |
| 1Y | +41.9% | -15.9% | +57.8% | +46.0% |
| 3Y | +198.3% | -1.1% | +199.4% | +165.9% |
| 5Y | +206.4% | -35.2% | +241.6% | +228.8% |
| All | +349.8% | +147.2% | +202.6% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling