+105.7%
PCG vs WELL
+18,826.3%
-18,720.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +3.1% |
| 7D | -13.9% | -0.8% | -13.1% | -13.6% |
| 30D | -16.9% | -0.1% | -16.8% | -16.8% |
| 3M | -14.7% | +18.0% | -32.8% | -19.1% |
| 6M | -23.8% | +15.0% | -38.8% | -27.2% |
| YTD | -10.5% | +28.6% | -39.1% | -17.4% |
| 1Y | -5.1% | +42.9% | -48.0% | -15.4% |
| 3Y | -11.6% | +203.0% | -214.6% | -37.8% |
| 5Y | +59.0% | +206.9% | -147.9% | +9.8% |
| 10Y | -75.7% | +339.5% | -415.2% | -85.6% |
| All | +105.7% | +18,826.3% | -18,720.6% | -19.0% |
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 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