+18,665.9%
WELL vs TT
+16,138.6%
+2,527.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.2% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -0.1% | -7.4% | +7.3% | +2.0% |
| 3M | +18.0% | -3.2% | +21.2% | +18.5% |
| 6M | +15.0% | +1.1% | +13.9% | +13.8% |
| YTD | +28.6% | +15.6% | +13.0% | +22.4% |
| 1Y | +42.9% | +9.2% | +33.8% | +37.9% |
| 3Y | +203.0% | +124.4% | +78.6% | +134.2% |
| 5Y | +206.9% | +138.0% | +68.9% | +130.5% |
| 10Y | +339.5% | +886.4% | -546.9% | +128.2% |
| All | +18,665.9% | +16,138.6% | +2,527.2% | +5,427.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling