-10.5%
PCG vs WELL
+202.9%
-213.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +3.3% |
| 7D | -13.9% | -0.8% | -13.1% | -13.5% |
| 30D | -16.9% | -0.1% | -16.8% | -16.8% |
| 3M | -14.7% | +18.0% | -32.8% | -20.4% |
| 6M | -23.8% | +15.0% | -38.8% | -28.3% |
| YTD | -10.5% | +28.6% | -39.1% | -19.5% |
| 1Y | -5.1% | +42.9% | -48.0% | -18.5% |
| All | -10.5% | +202.9% | -213.5% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling