+29.6%
WELL vs PFG
+38.8%
-9.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.9% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +6.8% | +5.0% | +1.8% | +6.7% |
| 3M | +6.7% | +0.1% | +6.7% | +6.7% |
| 6M | +13.8% | +13.8% | 0.0% | +14.6% |
| YTD | +33.8% | +31.2% | +2.6% | +37.4% |
| 1Y | +29.6% | +37.1% | -7.4% | +35.4% |
| All | +29.6% | +38.8% | -9.2% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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