+208.8%
WELL vs PNC
+51.0%
+157.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -1.1% | -0.7% | -0.4% | -0.9% |
| 30D | +0.7% | -4.4% | +5.1% | +1.9% |
| 3M | +14.5% | +4.5% | +10.0% | +13.1% |
| 6M | +14.4% | +19.1% | -4.7% | +9.1% |
| YTD | +28.5% | +18.0% | +10.4% | +22.4% |
| 1Y | +41.8% | +24.1% | +17.7% | +32.9% |
| 3Y | +202.8% | +130.0% | +72.8% | +127.8% |
| 5Y | +208.8% | +50.4% | +158.4% | +167.0% |
| All | +208.8% | +51.0% | +157.8% | +167.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling