+90.0%
WELL vs PLTD
-77.3%
+167.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | +0.5% |
| 7D | -1.3% | +4.5% | -5.9% | -1.3% |
| 30D | +0.5% | -0.7% | +1.3% | +0.5% |
| 3M | +19.1% | -31.0% | +50.1% | +18.9% |
| 6M | +17.0% | -24.8% | +41.8% | +17.2% |
| YTD | +29.2% | -18.6% | +47.8% | +30.1% |
| 1Y | +42.1% | -31.8% | +74.0% | +41.9% |
| All | +90.0% | -77.3% | +167.3% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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