+5,051.1%
WELL vs PBR
+1,864.5%
+3,186.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.1% | -0.2% |
| 7D | -1.3% | +2.5% | -3.8% | -1.8% |
| 30D | +0.5% | +19.4% | -18.9% | -3.0% |
| 3M | +19.1% | +20.8% | -1.7% | +14.4% |
| 6M | +17.0% | +23.5% | -6.5% | +11.5% |
| YTD | +29.2% | +83.4% | -54.2% | +13.7% |
| 1Y | +42.1% | +77.6% | -35.4% | +25.6% |
| 3Y | +204.5% | +99.9% | +104.7% | +158.0% |
| 5Y | +211.0% | +567.7% | -356.7% | +97.9% |
| 10Y | +337.6% | +621.5% | -283.9% | +148.3% |
| All | +5,051.1% | +1,864.5% | +3,186.6% | +2,411.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling