+225.9%
WELL vs PBR
+459.2%
-233.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.2% |
| 30D | +5.7% | -29.3% | +35.0% | +8.2% |
| 3M | +4.6% | +5.5% | -0.9% | +3.5% |
| 6M | +11.9% | -2.9% | +14.7% | +11.3% |
| YTD | +33.6% | +61.5% | -27.9% | +26.5% |
| 1Y | +29.8% | +46.9% | -17.1% | +24.0% |
| 3Y | +202.2% | +66.4% | +135.7% | +182.4% |
| All | +225.9% | +459.2% | -233.3% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling