+3,391.6%
PFE vs WELL
+19,534.7%
-16,143.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -3.7% | +4.4% | -8.1% | -4.6% |
| 30D | +5.0% | +10.8% | -5.8% | +2.6% |
| 3M | +12.2% | +4.2% | +8.0% | +11.1% |
| 6M | +14.6% | +14.0% | +0.6% | +11.0% |
| YTD | +24.1% | +33.4% | -9.3% | +15.9% |
| 1Y | +26.6% | +32.4% | -5.8% | +18.3% |
| 3Y | +14.3% | +194.7% | -180.4% | -11.0% |
| 5Y | -21.9% | +226.5% | -248.4% | -41.4% |
| 10Y | +62.6% | +429.8% | -367.2% | +2.2% |
| All | +3,391.6% | +19,534.7% | -16,143.1% | +1,218.0% |
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