+209.9%
WELL vs PL
+544.4%
-334.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +14.5% | -13.5% | +0.8% |
| 7D | +3.5% | +10.9% | -7.4% | +3.4% |
| 30D | +9.7% | -16.4% | +26.1% | +9.9% |
| 3M | +4.8% | -39.9% | +44.7% | +5.3% |
| 6M | +16.1% | -63.2% | +79.3% | +17.2% |
| YTD | +34.7% | -27.1% | +61.8% | +33.5% |
| 1Y | +31.9% | +12.2% | +19.7% | +28.9% |
| 3Y | +209.9% | +584.3% | -374.4% | +170.6% |
| All | +209.9% | +544.4% | -334.5% | +170.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling