+349.8%
WELL vs PSX
+386.4%
-36.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -0.2% | +1.7% | -1.9% | -0.8% |
| 30D | +2.3% | +15.6% | -13.3% | -2.7% |
| 3M | +12.3% | +46.5% | -34.2% | -2.0% |
| 6M | +15.6% | +55.0% | -39.4% | -1.8% |
| YTD | +28.3% | +105.3% | -77.0% | -2.0% |
| 1Y | +41.9% | +101.6% | -59.7% | +8.6% |
| 3Y | +198.3% | +134.1% | +64.2% | +104.8% |
| 5Y | +206.4% | +368.7% | -162.3% | +41.4% |
| All | +349.8% | +386.4% | -36.7% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling