+18,665.9%
WELL vs PH
+25,185.5%
-6,519.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -0.8% | -3.1% | +2.3% | +0.1% |
| 30D | -0.1% | -3.2% | +3.2% | +0.7% |
| 3M | +18.0% | +10.6% | +7.4% | +14.0% |
| 6M | +15.0% | -2.1% | +17.1% | +14.9% |
| YTD | +28.6% | +10.2% | +18.4% | +23.8% |
| 1Y | +42.9% | +28.2% | +14.7% | +31.0% |
| 3Y | +203.0% | +134.9% | +68.1% | +124.2% |
| 5Y | +206.9% | +253.6% | -46.8% | +96.9% |
| 10Y | +339.5% | +804.7% | -465.3% | +112.4% |
| All | +18,665.9% | +25,185.5% | -6,519.7% | +5,334.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling