+209.7%
WELL vs PCOR
-14.4%
+224.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -2.0% |
| 7D | -0.8% | -9.0% | +8.2% | -0.7% |
| 30D | -0.1% | +4.2% | -4.2% | -0.1% |
| 3M | +18.0% | +14.4% | +3.6% | +17.7% |
| 6M | +15.0% | +0.2% | +14.8% | +15.1% |
| YTD | +28.6% | -20.3% | +48.9% | +30.0% |
| 1Y | +42.9% | -16.1% | +59.1% | +43.9% |
| All | +209.7% | -14.4% | +224.1% | +213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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