+49.6%
PFE vs WELL
+451.0%
-401.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | -4.7% | +3.5% | -8.2% | -5.3% |
| 30D | +3.4% | +9.7% | -6.3% | +1.6% |
| 3M | +9.2% | +4.8% | +4.4% | +8.2% |
| 6M | +15.8% | +16.1% | -0.3% | +12.5% |
| YTD | +23.4% | +34.7% | -11.3% | +16.5% |
| 1Y | +25.8% | +31.9% | -6.1% | +19.2% |
| 3Y | +17.8% | +209.9% | -192.0% | -4.7% |
| 5Y | -20.2% | +226.5% | -246.7% | -36.8% |
| 10Y | +49.6% | +455.3% | -405.7% | +12.3% |
| All | +49.6% | +451.0% | -401.4% | +12.3% |
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 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