+211.0%
WELL vs PHM
+152.9%
+58.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +1.2% |
| 7D | -1.3% | -2.5% | +1.2% | -0.8% |
| 30D | +0.5% | -9.7% | +10.2% | +2.5% |
| 3M | +19.1% | +2.2% | +16.9% | +18.1% |
| 6M | +17.0% | -5.7% | +22.6% | +17.7% |
| YTD | +29.2% | +2.8% | +26.4% | +27.2% |
| 1Y | +42.1% | -14.4% | +56.6% | +45.3% |
| 3Y | +204.5% | +52.2% | +152.3% | +159.1% |
| 5Y | +211.0% | +154.3% | +56.7% | +117.6% |
| All | +211.0% | +152.9% | +58.1% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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