+225.8%
WELL vs PH
+197.3%
+28.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.9% | -3.0% | -0.9% |
| 7D | +4.4% | +2.0% | +2.4% | +3.9% |
| 30D | +10.8% | -3.7% | +14.5% | +11.6% |
| 3M | +4.2% | -14.0% | +18.2% | +7.9% |
| 6M | +14.0% | +2.1% | +11.9% | +12.5% |
| YTD | +33.4% | +5.1% | +28.4% | +30.2% |
| 1Y | +32.4% | +10.9% | +21.5% | +27.2% |
| 3Y | +194.7% | +132.9% | +61.8% | +112.0% |
| All | +225.8% | +197.3% | +28.6% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling