+42.6%
WELL vs PLTU
-24.4%
+67.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.1% | +0.4% |
| 7D | -1.3% | -11.6% | +10.3% | -1.5% |
| 30D | +0.5% | -4.6% | +5.1% | +0.5% |
| 3M | +19.1% | +33.7% | -14.6% | +20.6% |
| 6M | +17.0% | -9.4% | +26.4% | +18.0% |
| YTD | +29.2% | -34.7% | +63.9% | +30.2% |
| All | +42.6% | -24.4% | +67.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling