+349.8%
WELL vs PNR
+66.2%
+283.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -0.2% | -6.0% | +5.8% | +2.1% |
| 30D | +2.3% | -14.0% | +16.3% | +8.1% |
| 3M | +12.3% | -21.7% | +34.0% | +21.8% |
| 6M | +15.6% | -37.3% | +52.9% | +35.8% |
| YTD | +28.3% | -45.1% | +73.4% | +58.1% |
| 1Y | +41.9% | -49.1% | +91.0% | +80.0% |
| 3Y | +198.3% | -14.8% | +213.2% | +190.5% |
| 5Y | +206.4% | -21.0% | +227.4% | +201.4% |
| All | +349.8% | +66.2% | +283.6% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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