+23.2%
PFE vs WELL
+31.1%
-7.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.0% |
| 3M | +12.2% | +10.2% | +2.0% | +10.5% |
| 6M | +17.8% | +16.4% | +1.4% | +14.9% |
| YTD | +26.2% | +35.2% | -9.0% | +20.6% |
| 1Y | +23.2% | +30.5% | -7.3% | +18.7% |
| All | +23.2% | +31.1% | -7.9% | +18.7% |
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 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