+5.6%
PLD vs WELL
+32.9%
-27.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -0.8% | +4.4% | -5.2% | -2.4% |
| 30D | -0.3% | +10.8% | -11.1% | -4.5% |
| 3M | -8.0% | +4.2% | -12.2% | -9.7% |
| 6M | -9.8% | +14.0% | -23.8% | -14.8% |
| YTD | +1.8% | +33.4% | -31.6% | -7.2% |
| 1Y | +5.6% | +32.4% | -26.8% | -5.1% |
| All | +5.6% | +32.9% | -27.3% | -5.1% |
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 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