+208.8%
WELL vs TRU
-36.4%
+245.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -1.1% | -6.5% | +5.4% | 0.0% |
| 30D | +0.7% | -2.5% | +3.2% | +1.1% |
| 3M | +14.5% | +10.4% | +4.2% | +12.2% |
| 6M | +14.4% | +1.6% | +12.8% | +13.3% |
| YTD | +28.5% | -9.7% | +38.2% | +29.4% |
| 1Y | +41.8% | -17.3% | +59.0% | +44.8% |
| 3Y | +202.8% | -1.8% | +204.6% | +189.1% |
| 5Y | +208.8% | -36.2% | +245.0% | +204.0% |
| All | +208.8% | -36.4% | +245.2% | +204.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling