+28.4%
PFE vs WELL
+32.0%
-3.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -0.7% | +2.7% | -3.4% | -1.1% |
| 30D | +5.3% | +9.8% | -4.5% | +3.8% |
| 3M | +10.1% | +5.8% | +4.4% | +9.1% |
| 6M | +18.0% | +16.2% | +1.8% | +15.1% |
| YTD | +25.8% | +34.9% | -9.1% | +19.8% |
| 1Y | +28.4% | +31.0% | -2.6% | +22.6% |
| All | +28.4% | +32.0% | -3.6% | +22.6% |
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