+421.0%
WELL vs PAAS
+192.1%
+228.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.3% |
| 7D | +4.4% | +8.4% | -4.0% | +3.6% |
| 30D | +10.8% | -7.2% | +18.0% | +11.5% |
| 3M | +4.2% | -14.0% | +18.2% | +5.3% |
| 6M | +14.0% | -26.8% | +40.8% | +16.7% |
| YTD | +33.4% | -19.8% | +53.2% | +33.9% |
| 1Y | +32.4% | +22.8% | +9.6% | +26.0% |
| 3Y | +194.7% | +183.6% | +11.1% | +147.1% |
| 5Y | +226.5% | +73.8% | +152.6% | +184.0% |
| All | +421.0% | +192.1% | +228.9% | +309.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling