+211.0%
WELL vs PEG
+38.2%
+172.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.1% |
| 7D | -1.3% | +1.0% | -2.4% | -1.9% |
| 30D | +0.5% | -1.9% | +2.4% | +1.5% |
| 3M | +19.1% | -3.7% | +22.7% | +21.4% |
| 6M | +17.0% | -9.4% | +26.4% | +23.2% |
| YTD | +29.2% | -6.0% | +35.2% | +33.4% |
| 1Y | +42.1% | -4.4% | +46.5% | +45.3% |
| 3Y | +204.5% | +33.5% | +171.0% | +149.8% |
| 5Y | +211.0% | +35.7% | +175.2% | +149.6% |
| All | +211.0% | +38.2% | +172.7% | +149.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling