+1,621.7%
PLD vs WELL
+4,963.5%
-3,341.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.1% |
| 7D | -0.8% | +4.4% | -5.2% | -4.0% |
| 30D | -0.3% | +10.8% | -11.1% | -8.0% |
| 3M | -8.0% | +4.2% | -12.2% | -11.4% |
| 6M | -9.8% | +14.0% | -23.8% | -19.1% |
| YTD | +1.8% | +33.4% | -31.6% | -19.5% |
| 1Y | +5.6% | +32.4% | -26.8% | -16.3% |
| 3Y | +33.3% | +194.7% | -161.5% | -43.6% |
| 5Y | +0.3% | +226.5% | -226.2% | -61.7% |
| 10Y | +241.6% | +429.8% | -188.2% | -36.0% |
| All | +1,621.7% | +4,963.5% | -3,341.8% | +26.5% |
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