+223.8%
WELL vs TT
+136.9%
+87.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | +0.1% | +8.1% | -7.9% | -1.7% |
| 30D | +6.8% | -11.3% | +18.1% | +9.6% |
| 3M | +6.7% | -11.2% | +17.9% | +9.4% |
| 6M | +13.8% | -8.9% | +22.7% | +15.4% |
| YTD | +33.8% | +9.7% | +24.1% | +28.3% |
| 1Y | +29.6% | +1.3% | +28.4% | +27.1% |
| 3Y | +203.1% | +93.4% | +109.7% | +131.1% |
| 5Y | +223.8% | +133.5% | +90.3% | +117.0% |
| All | +223.8% | +136.9% | +87.0% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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