+3,280.0%
PFE vs WELL
+18,826.3%
-15,546.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.8% |
| 7D | +1.8% | -0.8% | +2.6% | +1.9% |
| 30D | +10.2% | -0.1% | +10.3% | +10.2% |
| 3M | +12.7% | +18.0% | -5.3% | +8.5% |
| 6M | +10.5% | +15.0% | -4.5% | +6.8% |
| YTD | +20.2% | +28.6% | -8.5% | +13.2% |
| 1Y | +24.1% | +42.9% | -18.9% | +14.1% |
| 3Y | -3.6% | +203.0% | -206.6% | -25.4% |
| 5Y | -20.9% | +206.9% | -227.7% | -39.8% |
| 10Y | +35.8% | +339.5% | -303.6% | -10.7% |
| All | +3,280.0% | +18,826.3% | -15,546.3% | +1,187.1% |
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