+36.5%
WELL vs PEG
-6.2%
+42.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.3% | +2.6% |
| 7D | +9.2% | +1.0% | +8.1% | +8.6% |
| 30D | +10.6% | +6.6% | +4.0% | +6.8% |
| 3M | +7.5% | -3.1% | +10.6% | +9.8% |
| 6M | +15.0% | -7.4% | +22.4% | +21.0% |
| YTD | +35.0% | -6.4% | +41.5% | +43.0% |
| 1Y | +36.5% | -7.4% | +43.9% | +45.3% |
| All | +36.5% | -6.2% | +42.7% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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