+50.7%
PFE vs WELL
+475.0%
-424.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -3.0% | +0.1% | -3.0% | -3.0% |
| 30D | +5.2% | +7.8% | -2.6% | +3.7% |
| 3M | +12.2% | +10.2% | +2.0% | +10.2% |
| 6M | +17.8% | +16.4% | +1.4% | +14.3% |
| YTD | +26.2% | +35.2% | -9.0% | +18.9% |
| 1Y | +23.2% | +30.5% | -7.3% | +16.8% |
| 3Y | +21.3% | +206.1% | -184.8% | -1.9% |
| 5Y | -23.1% | +228.3% | -251.4% | -39.2% |
| 10Y | +50.7% | +468.3% | -417.6% | +9.7% |
| All | +50.7% | +475.0% | -424.3% | +9.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling