+18,629.3%
WELL vs PGR
+42,227.8%
-23,598.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -2.2% | -3.4% | +1.2% | -1.3% |
| 30D | +4.7% | +1.8% | +2.9% | +4.1% |
| 3M | +11.9% | +5.9% | +6.0% | +9.9% |
| 6M | +14.3% | +4.6% | +9.7% | +12.4% |
| YTD | +28.4% | +1.1% | +27.3% | +27.1% |
| 1Y | +42.3% | -6.6% | +48.9% | +43.6% |
| 3Y | +202.6% | +74.2% | +128.4% | +154.9% |
| 5Y | +206.5% | +159.5% | +47.0% | +127.5% |
| 10Y | +356.2% | +813.4% | -457.3% | +138.4% |
| All | +18,629.3% | +42,227.8% | -23,598.5% | +7,153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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