+455.3%
WELL vs PTC
+326.2%
+129.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.5% | +0.9% |
| 7D | +3.5% | +0.8% | +2.7% | +3.3% |
| 30D | +9.7% | +0.7% | +9.0% | +9.5% |
| 3M | +4.8% | +32.6% | -27.8% | -3.2% |
| 6M | +16.1% | +33.6% | -17.5% | +6.2% |
| YTD | +34.7% | +12.4% | +22.3% | +28.3% |
| 1Y | +31.9% | +11.2% | +20.7% | +25.9% |
| 3Y | +209.9% | +31.7% | +178.2% | +172.2% |
| 5Y | +226.5% | +60.1% | +166.5% | +163.6% |
| 10Y | +455.3% | +317.2% | +138.1% | +234.0% |
| All | +455.3% | +326.2% | +129.1% | +234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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