+19,429.0%
WELL vs PEG
+2,979.7%
+16,449.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | +0.1% | +2.3% | -2.2% | -0.8% |
| 30D | +6.8% | +6.1% | +0.6% | +4.1% |
| 3M | +6.7% | -0.5% | +7.2% | +6.7% |
| 6M | +13.8% | -3.2% | +17.0% | +15.1% |
| YTD | +33.8% | -4.4% | +38.3% | +36.0% |
| 1Y | +29.6% | -7.4% | +37.0% | +33.5% |
| 3Y | +203.1% | +33.9% | +169.1% | +164.4% |
| 5Y | +223.8% | +42.3% | +181.5% | +175.0% |
| 10Y | +462.8% | +166.4% | +296.4% | +296.2% |
| All | +19,429.0% | +2,979.7% | +16,449.3% | +10,809.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling