+226.5%
WELL vs PPL
+48.1%
+178.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | +3.5% | -1.2% | +4.7% | +4.2% |
| 30D | +9.7% | +4.2% | +5.5% | +7.0% |
| 3M | +4.8% | +1.5% | +3.3% | +3.7% |
| 6M | +16.1% | +1.0% | +15.0% | +15.1% |
| YTD | +34.7% | +4.4% | +30.3% | +30.7% |
| 1Y | +31.9% | +0.8% | +31.2% | +30.6% |
| 3Y | +209.9% | +56.5% | +153.4% | +135.9% |
| 5Y | +226.5% | +47.7% | +178.9% | +155.4% |
| All | +226.5% | +48.1% | +178.4% | +155.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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