+18,751.7%
WELL vs PPG
+2,691.0%
+16,060.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.3% |
| 7D | -1.3% | 0.0% | -1.3% | -1.4% |
| 30D | +0.5% | -7.8% | +8.3% | +3.3% |
| 3M | +19.1% | -2.2% | +21.3% | +19.4% |
| 6M | +17.0% | +4.1% | +12.8% | +14.0% |
| YTD | +29.2% | +9.1% | +20.1% | +23.3% |
| 1Y | +42.1% | +1.0% | +41.2% | +38.9% |
| 3Y | +204.5% | -13.3% | +217.8% | +208.4% |
| 5Y | +211.0% | -19.2% | +230.2% | +216.8% |
| 10Y | +337.6% | +25.9% | +311.7% | +277.8% |
| All | +18,751.7% | +2,691.0% | +16,060.7% | +9,004.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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