+208.8%
WELL vs PSX
+370.3%
-161.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | -1.1% | +1.8% | -3.0% | -1.3% |
| 30D | +0.7% | +21.6% | -20.9% | -1.2% |
| 3M | +14.5% | +46.5% | -31.9% | +10.2% |
| 6M | +14.4% | +62.0% | -47.6% | +8.8% |
| YTD | +28.5% | +106.3% | -77.9% | +18.8% |
| 1Y | +41.8% | +103.0% | -61.2% | +31.1% |
| 3Y | +202.8% | +135.5% | +67.3% | +168.6% |
| 5Y | +208.8% | +368.5% | -159.7% | +136.0% |
| All | +208.8% | +370.3% | -161.5% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling