+98.1%
WELL vs PLTD
-77.7%
+175.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.4% | +0.9% |
| 7D | +3.5% | +4.2% | -0.7% | +3.5% |
| 30D | +9.7% | +20.8% | -11.1% | +9.8% |
| 3M | +4.8% | -2.6% | +7.4% | +4.8% |
| 6M | +16.1% | -33.1% | +49.2% | +15.8% |
| YTD | +34.7% | -20.0% | +54.7% | +35.6% |
| 1Y | +31.9% | -21.6% | +53.6% | +32.8% |
| All | +98.1% | -77.7% | +175.8% | +88.3% |
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