+212.9%
WELL vs PR
+433.6%
-220.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.9% |
| 7D | -0.8% | +2.9% | -3.7% | -1.0% |
| 30D | -0.1% | +18.0% | -18.1% | -1.2% |
| 3M | +18.0% | +16.9% | +1.2% | +16.6% |
| 6M | +15.0% | +28.2% | -13.2% | +12.7% |
| YTD | +28.6% | +69.3% | -40.7% | +23.5% |
| 1Y | +42.9% | +69.5% | -26.6% | +37.1% |
| 3Y | +203.0% | +81.7% | +121.3% | +184.9% |
| All | +212.9% | +433.6% | -220.8% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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