+97.8%
WELL vs PLTU
+126.1%
-28.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.1% | -10.2% | +0.9% |
| 7D | +3.5% | -11.7% | +15.2% | +3.5% |
| 30D | +9.7% | -36.9% | +46.6% | +9.8% |
| 3M | +4.8% | -10.9% | +15.7% | +4.8% |
| 6M | +16.1% | +18.0% | -1.9% | +15.8% |
| YTD | +34.7% | -39.0% | +73.7% | +35.6% |
| 1Y | +31.9% | -41.5% | +73.4% | +32.7% |
| All | +97.8% | +126.1% | -28.3% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling