+36.5%
WELL vs PCAR
+12.4%
+24.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +2.6% |
| 7D | +9.2% | +3.7% | +5.5% | +8.9% |
| 30D | +10.6% | -2.9% | +13.6% | +10.7% |
| 3M | +7.5% | -21.7% | +29.2% | +8.5% |
| 6M | +15.0% | -6.6% | +21.7% | +14.6% |
| YTD | +35.0% | -2.2% | +37.3% | +33.3% |
| 1Y | +36.5% | +12.2% | +24.3% | +33.9% |
| All | +36.5% | +12.4% | +24.1% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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