-16.0%
PCG vs WELL
+37.3%
-53.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.2% |
| 7D | +1.9% | +9.2% | -7.2% | -1.3% |
| 30D | +8.5% | +10.6% | -2.1% | +4.0% |
| 3M | -22.9% | +7.5% | -30.4% | -25.0% |
| 6M | -16.8% | +15.0% | -31.8% | -21.5% |
| YTD | -15.8% | +35.0% | -50.8% | -24.3% |
| 1Y | -16.0% | +36.5% | -52.5% | -27.0% |
| All | -16.0% | +37.3% | -53.3% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling