+3,443.0%
WELL vs PRU
+785.9%
+2,657.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.7% |
| 7D | +4.4% | +2.4% | +2.0% | +3.5% |
| 30D | +10.8% | +6.1% | +4.7% | +8.5% |
| 3M | +4.2% | -0.7% | +4.9% | +4.3% |
| 6M | +14.0% | +22.1% | -8.1% | +6.1% |
| YTD | +33.4% | +9.8% | +23.6% | +28.2% |
| 1Y | +32.4% | +19.4% | +13.1% | +23.5% |
| 3Y | +194.7% | +50.4% | +144.4% | +148.6% |
| 5Y | +226.5% | +37.2% | +189.3% | +180.7% |
| 10Y | +429.8% | +119.5% | +310.3% | +271.8% |
| All | +3,443.0% | +785.9% | +2,657.1% | +1,240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling