+36.5%
WELL vs PAAS
+24.3%
+12.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.4% | -5.5% | +3.1% |
| 7D | +9.2% | -1.1% | +10.2% | +9.1% |
| 30D | +10.6% | -8.5% | +19.1% | +10.3% |
| 3M | +7.5% | -7.3% | +14.8% | +7.3% |
| 6M | +15.0% | -18.3% | +33.3% | +14.7% |
| YTD | +35.0% | -19.2% | +54.2% | +35.4% |
| 1Y | +36.5% | +26.1% | +10.4% | +36.6% |
| All | +36.5% | +24.3% | +12.2% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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