+3,981.9%
PG vs WELL
+18,912.8%
-14,930.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | -0.4% | -1.3% | +0.9% | -0.2% |
| 30D | -0.1% | +0.5% | -0.7% | -0.3% |
| 3M | +1.1% | +19.1% | -18.0% | -2.1% |
| 6M | -3.8% | +17.0% | -20.8% | -6.6% |
| YTD | +3.8% | +29.2% | -25.4% | -1.0% |
| 1Y | -5.8% | +42.1% | -47.9% | -11.8% |
| 3Y | +3.0% | +204.5% | -201.5% | -16.1% |
| 5Y | +14.5% | +211.0% | -196.5% | -8.1% |
| 10Y | +117.8% | +337.6% | -219.8% | +56.7% |
| All | +3,981.9% | +18,912.8% | -14,930.9% | +1,717.6% |
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 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