+89.8%
WELL vs PLTU
+142.1%
-52.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.1% | +0.5% |
| 7D | -1.3% | -11.6% | +10.3% | -1.3% |
| 30D | +0.5% | -4.6% | +5.1% | +0.5% |
| 3M | +19.1% | +33.7% | -14.6% | +18.9% |
| 6M | +17.0% | -9.4% | +26.4% | +17.2% |
| YTD | +29.2% | -34.7% | +63.9% | +30.1% |
| 1Y | +42.1% | -23.2% | +65.4% | +41.8% |
| All | +89.8% | +142.1% | -52.4% | +80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling