+19,554.2%
WELL vs PSA
+16,059.4%
+3,494.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +3.5% | +1.5% | +2.0% | +2.7% |
| 30D | +9.7% | +16.7% | -7.0% | +1.0% |
| 3M | +4.8% | +4.0% | +0.8% | +2.4% |
| 6M | +16.1% | +10.9% | +5.2% | +9.5% |
| YTD | +34.7% | +34.2% | +0.5% | +14.2% |
| 1Y | +31.9% | +26.6% | +5.3% | +15.1% |
| 3Y | +209.9% | +54.7% | +155.1% | +138.5% |
| 5Y | +226.5% | +30.0% | +196.5% | +171.8% |
| 10Y | +455.3% | +132.7% | +322.6% | +243.2% |
| All | +19,554.2% | +16,059.4% | +3,494.9% | +4,992.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling