+202.7%
WELL vs PTC
+29.3%
+173.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | +0.1% | +0.8% | -0.7% | +0.1% |
| 30D | +6.8% | +1.2% | +5.6% | +6.8% |
| 3M | +6.7% | +32.6% | -25.9% | +6.8% |
| 6M | +13.8% | +36.1% | -22.3% | +13.7% |
| YTD | +33.8% | +12.7% | +21.2% | +35.4% |
| 1Y | +29.6% | +10.2% | +19.5% | +31.4% |
| All | +202.7% | +29.3% | +173.5% | +176.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling