+455.3%
WELL vs PAAS
+178.0%
+277.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +0.7% |
| 7D | +3.5% | +8.8% | -5.3% | +2.6% |
| 30D | +9.7% | -8.5% | +18.2% | +10.5% |
| 3M | +4.8% | -17.0% | +21.8% | +6.3% |
| 6M | +16.1% | -27.9% | +44.0% | +19.0% |
| YTD | +34.7% | -17.5% | +52.2% | +34.8% |
| 1Y | +31.9% | +22.8% | +9.1% | +25.6% |
| 3Y | +209.9% | +224.2% | -14.4% | +155.7% |
| 5Y | +226.5% | +73.6% | +152.9% | +184.1% |
| 10Y | +455.3% | +186.4% | +268.9% | +334.9% |
| All | +455.3% | +178.0% | +277.3% | +334.9% |
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