+204.5%
WELL vs PSA
+24.4%
+180.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.3% | -0.4% | -0.9% | -1.1% |
| 30D | +0.5% | -8.2% | +8.7% | +4.1% |
| 3M | +19.1% | -2.1% | +21.2% | +20.1% |
| 6M | +17.0% | -0.2% | +17.2% | +16.8% |
| YTD | +29.2% | +18.5% | +10.7% | +19.9% |
| 1Y | +42.1% | +6.6% | +35.6% | +37.8% |
| 3Y | +204.5% | +24.5% | +180.1% | +174.5% |
| All | +204.5% | +24.4% | +180.2% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 3y: compounded portfolio wealth divided by compounded PSA 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…
3y analysis · Full analysis span regression · 6 months rolling