+3,684.3%
PANW vs WELL
+584.1%
+3,100.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.0% | -1.1% | +3.1% | +2.2% |
| 30D | -13.0% | +0.7% | -13.7% | -13.1% |
| 3M | +28.6% | +14.5% | +14.1% | +25.1% |
| 6M | +103.0% | +14.4% | +88.6% | +96.6% |
| YTD | +81.9% | +28.5% | +53.5% | +71.9% |
| 1Y | +69.6% | +41.8% | +27.9% | +56.9% |
| 3Y | +169.4% | +202.8% | -33.4% | +112.5% |
| 5Y | +331.0% | +208.8% | +122.2% | +234.8% |
| 10Y | +1,292.3% | +356.5% | +935.8% | +857.6% |
| All | +3,684.3% | +584.1% | +3,100.2% | +2,406.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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