+206.5%
WELL vs TTMI
+419.6%
-213.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +0.5% |
| 7D | +3.0% | -11.5% | +14.6% | +3.1% |
| 30D | +10.2% | -40.3% | +50.5% | +10.6% |
| 3M | +6.1% | -44.5% | +50.6% | +6.6% |
| 6M | +16.6% | -54.1% | +70.7% | +17.1% |
| YTD | +35.3% | +4.7% | +30.7% | +31.8% |
| 1Y | +31.5% | +3.3% | +28.1% | +27.9% |
| 3Y | +206.5% | +407.2% | -200.8% | +157.4% |
| All | +206.5% | +419.6% | -213.2% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TTMI.
Daily Out/Under-Performance
Portfolio return minus TTMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTMI 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 3y: compounded portfolio wealth divided by compounded TTMI 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…
3y analysis · Full analysis span regression · 6 months rolling