+442.3%
WELL vs PNC
+202.3%
+240.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | +0.1% | +3.1% | -2.9% | -1.3% |
| 30D | +5.7% | +7.6% | -2.0% | +2.1% |
| 3M | +4.6% | -8.1% | +12.8% | +8.6% |
| 6M | +11.9% | +12.6% | -0.7% | +5.3% |
| YTD | +33.6% | +15.0% | +18.6% | +23.7% |
| 1Y | +29.8% | +30.4% | -0.6% | +12.8% |
| 3Y | +202.2% | +116.1% | +86.0% | +94.2% |
| 5Y | +223.2% | +37.5% | +185.7% | +157.4% |
| All | +442.3% | +202.3% | +240.0% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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