+473.8%
WELL vs PRU
+107.2%
+366.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.6% | 0.0% |
| 7D | +3.0% | +3.8% | -0.7% | +1.2% |
| 30D | +10.2% | +9.0% | +1.2% | +5.9% |
| 3M | +6.1% | +2.1% | +4.0% | +4.8% |
| 6M | +16.6% | +25.4% | -8.8% | +4.7% |
| YTD | +35.3% | +13.5% | +21.8% | +26.3% |
| 1Y | +31.5% | +21.3% | +10.1% | +18.7% |
| 3Y | +206.5% | +55.1% | +151.4% | +136.3% |
| 5Y | +222.0% | +43.6% | +178.4% | +152.2% |
| 10Y | +473.8% | +99.2% | +374.6% | +230.5% |
| All | +473.8% | +107.2% | +366.6% | +230.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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