+337.6%
WELL vs PH
+794.6%
-457.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -1.3% | +0.4% | -1.7% | -1.5% |
| 30D | +0.5% | -10.8% | +11.3% | +5.4% |
| 3M | +19.1% | +8.5% | +10.6% | +14.2% |
| 6M | +17.0% | +3.9% | +13.0% | +13.7% |
| YTD | +29.2% | +9.4% | +19.8% | +22.5% |
| 1Y | +42.1% | +26.8% | +15.4% | +25.7% |
| 3Y | +204.5% | +140.8% | +63.7% | +88.4% |
| 5Y | +211.0% | +253.8% | -42.8% | +52.5% |
| 10Y | +337.6% | +792.3% | -454.7% | +49.7% |
| All | +337.6% | +794.6% | -457.0% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling