+468.3%
WELL vs PAAS
+183.5%
+284.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | +0.1% | -5.2% | +5.3% | +0.6% |
| 30D | +7.8% | -13.9% | +21.7% | +9.2% |
| 3M | +10.2% | -23.8% | +34.0% | +12.8% |
| 6M | +16.4% | -36.4% | +52.8% | +20.8% |
| YTD | +35.2% | -23.4% | +58.5% | +36.2% |
| 1Y | +30.5% | +5.6% | +24.8% | +26.2% |
| 3Y | +206.1% | +209.7% | -3.6% | +153.3% |
| 5Y | +228.3% | +55.6% | +172.7% | +188.8% |
| 10Y | +468.3% | +212.2% | +256.1% | +346.7% |
| All | +468.3% | +183.5% | +284.8% | +346.7% |
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