+208.8%
WELL vs PSKY
-71.8%
+280.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | -0.2% |
| 7D | -1.1% | -6.8% | +5.7% | -0.6% |
| 30D | +0.7% | +10.2% | -9.5% | 0.0% |
| 3M | +14.5% | +0.3% | +14.2% | +14.4% |
| 6M | +14.4% | -7.8% | +22.2% | +14.7% |
| YTD | +28.5% | -23.0% | +51.4% | +30.3% |
| 1Y | +41.8% | -31.6% | +73.4% | +44.8% |
| 3Y | +202.8% | -21.3% | +224.1% | +196.9% |
| 5Y | +208.8% | -71.5% | +280.3% | +229.1% |
| All | +208.8% | -71.8% | +280.7% | +229.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 5y: compounded portfolio wealth divided by compounded PSKY 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…
5y analysis · Full analysis span regression · 6 months rolling