+1,735.1%
PLTR vs WELL
+400.0%
+1,335.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.8% |
| 7D | -6.4% | -0.8% | -5.6% | -6.1% |
| 30D | +10.0% | -0.1% | +10.1% | +10.1% |
| 3M | +23.0% | +18.0% | +5.0% | +15.7% |
| 6M | +13.8% | +15.0% | -1.2% | +7.2% |
| YTD | -1.9% | +28.6% | -30.5% | -12.0% |
| 1Y | +11.6% | +42.9% | -31.3% | -4.6% |
| 3Y | +1,048.4% | +203.0% | +845.4% | +618.7% |
| 5Y | +554.4% | +206.9% | +347.5% | +300.4% |
| All | +1,735.1% | +400.0% | +1,335.1% | +986.9% |
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