+349.8%
WELL vs PBR
+697.0%
-347.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -0.2% | +5.4% | -5.6% | -1.5% |
| 30D | +2.3% | +22.9% | -20.5% | -2.7% |
| 3M | +12.3% | +19.6% | -7.4% | +7.2% |
| 6M | +15.6% | +16.5% | -0.9% | +10.5% |
| YTD | +28.3% | +86.7% | -58.3% | +9.1% |
| 1Y | +41.9% | +74.7% | -32.8% | +22.3% |
| 3Y | +198.3% | +102.6% | +95.8% | +141.2% |
| 5Y | +206.4% | +566.6% | -360.2% | +66.4% |
| All | +349.8% | +697.0% | -347.2% | +101.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling