+88.9%
WELL vs PLTU
+154.0%
-65.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.0% | +7.0% | -2.0% |
| 7D | -0.8% | -13.6% | +12.8% | -0.8% |
| 30D | -0.1% | +16.7% | -16.7% | -0.1% |
| 3M | +18.0% | +29.6% | -11.5% | +17.9% |
| 6M | +15.0% | -0.1% | +15.1% | +15.1% |
| YTD | +28.6% | -31.5% | +60.1% | +29.5% |
| 1Y | +42.9% | -19.7% | +62.6% | +42.6% |
| All | +88.9% | +154.0% | -65.1% | +79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling