+274.4%
WELL vs PL
+46.3%
+228.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.1% | +13.4% | -13.3% | -0.3% |
| 30D | +7.8% | -10.2% | +17.9% | +8.0% |
| 3M | +10.2% | -39.5% | +49.7% | +11.6% |
| 6M | +16.4% | -65.7% | +82.1% | +19.4% |
| YTD | +35.2% | -27.3% | +62.4% | +33.9% |
| 1Y | +30.5% | +15.0% | +15.5% | +26.2% |
| 3Y | +206.1% | +560.8% | -354.7% | +158.3% |
| 5Y | +228.3% | +38.4% | +189.9% | +201.9% |
| All | +274.4% | +46.3% | +228.1% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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