+42.9%
WELL vs PBR
+70.4%
-27.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -2.0% |
| 7D | -0.8% | +8.6% | -9.4% | -1.1% |
| 30D | -0.1% | +12.8% | -12.9% | -0.5% |
| 3M | +18.0% | +14.7% | +3.4% | +17.4% |
| 6M | +15.0% | +25.2% | -10.2% | +13.4% |
| YTD | +28.6% | +77.1% | -48.5% | +23.3% |
| 1Y | +42.9% | +69.6% | -26.6% | +37.0% |
| All | +42.9% | +70.4% | -27.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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