+1,747.8%
PLD vs WELL
+4,780.8%
-3,033.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | +0.8% |
| 7D | -2.4% | -0.8% | -1.6% | -1.8% |
| 30D | -2.4% | -0.1% | -2.4% | -2.5% |
| 3M | -3.8% | +18.0% | -21.8% | -15.5% |
| 6M | 0.0% | +15.0% | -15.0% | -10.9% |
| YTD | +9.2% | +28.6% | -19.4% | -10.8% |
| 1Y | +25.9% | +42.9% | -17.0% | -5.5% |
| 3Y | +21.3% | +203.0% | -181.7% | -49.7% |
| 5Y | +14.1% | +206.9% | -192.8% | -54.4% |
| 10Y | +237.9% | +339.5% | -101.6% | -24.4% |
| All | +1,747.8% | +4,780.8% | -3,033.0% | +40.1% |
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