+223.8%
WELL vs PAAS
+51.0%
+172.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.7% |
| 7D | +0.1% | -7.0% | +7.2% | +0.7% |
| 30D | +6.8% | -15.3% | +22.1% | +8.1% |
| 3M | +6.7% | -27.7% | +34.5% | +9.2% |
| 6M | +13.8% | -40.5% | +54.3% | +18.2% |
| YTD | +33.8% | -26.5% | +60.4% | +34.8% |
| 1Y | +29.6% | -0.8% | +30.4% | +25.6% |
| 3Y | +203.1% | +196.9% | +6.1% | +147.2% |
| 5Y | +223.8% | +49.2% | +174.7% | +213.8% |
| All | +223.8% | +51.0% | +172.9% | +213.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling