+206.1%
WELL vs PEG
+34.0%
+172.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.7% |
| 7D | +3.0% | +2.6% | +0.5% | +2.0% |
| 30D | +10.2% | +3.3% | +6.9% | +8.6% |
| 3M | +6.1% | +1.1% | +5.1% | +5.5% |
| 6M | +16.6% | -1.4% | +18.1% | +17.4% |
| YTD | +35.3% | -4.6% | +39.9% | +38.3% |
| 1Y | +31.5% | -7.2% | +38.7% | +35.7% |
| All | +206.1% | +34.0% | +172.1% | +173.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling