+597.7%
PLTR vs WELL
+227.7%
+370.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.1% |
| 7D | -5.1% | +3.5% | -8.6% | -6.6% |
| 30D | -19.1% | +9.7% | -28.8% | -22.7% |
| 3M | -1.6% | +4.8% | -6.4% | -4.1% |
| 6M | +22.8% | +16.1% | +6.7% | +12.7% |
| YTD | -4.8% | +34.7% | -39.5% | -20.9% |
| 1Y | -4.9% | +31.9% | -36.8% | -20.2% |
| 3Y | +826.1% | +209.9% | +616.2% | +328.8% |
| 5Y | +597.7% | +226.5% | +371.2% | +217.3% |
| All | +597.7% | +227.7% | +370.0% | +217.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling