+3,489.2%
WELL vs PRU
+814.1%
+2,675.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +0.1% | -2.8% | +2.9% | +1.0% |
| 30D | +7.8% | +8.5% | -0.7% | +4.7% |
| 3M | +10.2% | +1.7% | +8.5% | +9.4% |
| 6M | +16.4% | +24.8% | -8.4% | +7.5% |
| YTD | +35.2% | +13.3% | +21.9% | +28.5% |
| 1Y | +30.5% | +21.4% | +9.1% | +20.9% |
| 3Y | +206.1% | +54.8% | +151.3% | +155.5% |
| 5Y | +228.3% | +42.4% | +185.9% | +178.7% |
| 10Y | +468.3% | +98.4% | +369.9% | +311.8% |
| All | +3,489.2% | +814.1% | +2,675.0% | +1,242.9% |
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