+680.7%
WELL vs PSX
+1,139.4%
-458.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.2% | -2.1% |
| 7D | -0.8% | +4.5% | -5.3% | -2.1% |
| 30D | -0.1% | +26.6% | -26.7% | -6.9% |
| 3M | +18.0% | +39.3% | -21.2% | +6.7% |
| 6M | +15.0% | +56.8% | -41.8% | -0.3% |
| YTD | +28.6% | +101.8% | -73.2% | +2.9% |
| 1Y | +42.9% | +99.6% | -56.7% | +14.2% |
| 3Y | +203.0% | +140.3% | +62.7% | +119.1% |
| 5Y | +206.9% | +339.3% | -132.5% | +69.5% |
| 10Y | +339.5% | +369.9% | -30.4% | +114.4% |
| All | +680.7% | +1,139.4% | -458.8% | +248.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling