+9.1%
PLTR vs WELL
+43.5%
-34.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.2% |
| 7D | -5.3% | -1.3% | -4.0% | -5.8% |
| 30D | -1.0% | +0.5% | -1.5% | -0.8% |
| 3M | +24.8% | +19.1% | +5.7% | +34.2% |
| 6M | +8.4% | +17.0% | -8.6% | +16.3% |
| YTD | -4.2% | +29.2% | -33.4% | +4.4% |
| 1Y | +9.1% | +42.1% | -33.1% | +18.6% |
| All | +9.1% | +43.5% | -34.4% | +18.6% |
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 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