+204.5%
WELL vs TTMI
+857.4%
-652.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | +0.4% |
| 7D | -1.3% | +12.2% | -13.5% | -1.6% |
| 30D | +0.5% | -5.7% | +6.2% | +0.6% |
| 3M | +19.1% | -27.5% | +46.6% | +19.9% |
| 6M | +17.0% | +47.1% | -30.2% | +13.6% |
| YTD | +29.2% | +87.5% | -58.3% | +23.9% |
| 1Y | +42.1% | +175.2% | -133.1% | +33.0% |
| 3Y | +204.5% | +901.9% | -697.4% | +137.3% |
| All | +204.5% | +857.4% | -652.9% | +137.3% |
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