+223.8%
WELL vs PSX
+308.4%
-84.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | +0.1% | +6.4% | -6.3% | -0.4% |
| 30D | +6.8% | -10.2% | +17.0% | +7.8% |
| 3M | +6.7% | +17.2% | -10.4% | +5.0% |
| 6M | +13.8% | +51.8% | -37.9% | +9.0% |
| YTD | +33.8% | +108.0% | -74.2% | +23.6% |
| 1Y | +29.6% | +96.1% | -66.5% | +20.4% |
| 3Y | +203.1% | +155.9% | +47.2% | +164.9% |
| 5Y | +223.8% | +306.9% | -83.1% | +147.2% |
| All | +223.8% | +308.4% | -84.6% | +147.2% |
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