+209.7%
WELL vs PTC
-3.9%
+213.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.0% | +4.0% | -1.7% |
| 7D | -0.8% | -10.3% | +9.5% | -0.3% |
| 30D | -0.1% | +1.1% | -1.2% | -0.2% |
| 3M | +18.0% | +1.6% | +16.4% | +17.7% |
| 6M | +15.0% | -13.5% | +28.5% | +16.2% |
| YTD | +28.6% | -19.1% | +47.7% | +30.8% |
| 1Y | +42.9% | -33.9% | +76.8% | +49.0% |
| All | +209.7% | -3.9% | +213.6% | +173.1% |
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