+18,751.7%
WELL vs PNR
+3,553.7%
+15,197.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.2% |
| 7D | -1.3% | -3.0% | +1.7% | -0.5% |
| 30D | +0.5% | -14.9% | +15.4% | +4.8% |
| 3M | +19.1% | -19.0% | +38.1% | +25.1% |
| 6M | +17.0% | -35.9% | +52.9% | +30.4% |
| YTD | +29.2% | -43.1% | +72.3% | +48.2% |
| 1Y | +42.1% | -46.4% | +88.5% | +65.3% |
| 3Y | +204.5% | -10.8% | +215.4% | +202.2% |
| 5Y | +211.0% | -18.9% | +229.8% | +211.6% |
| 10Y | +337.6% | +64.4% | +273.2% | +257.7% |
| All | +18,751.7% | +3,553.7% | +15,197.9% | +10,374.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling