+198.7%
WELL vs PBR
+97.2%
+101.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.6% |
| 7D | -1.1% | +0.3% | -1.5% | -1.2% |
| 30D | +0.7% | +17.5% | -16.8% | -0.4% |
| 3M | +14.5% | +20.9% | -6.4% | +12.8% |
| 6M | +14.4% | +20.2% | -5.8% | +12.5% |
| YTD | +28.5% | +84.3% | -55.8% | +21.4% |
| 1Y | +41.8% | +77.1% | -35.3% | +34.4% |
| All | +198.7% | +97.2% | +101.5% | +170.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling