+471.8%
WELL vs PWR
+1,818.7%
-1,346.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +2.7% | -11.2% | +13.9% | +5.3% |
| 30D | +9.8% | -17.4% | +27.2% | +14.4% |
| 3M | +5.8% | -11.7% | +17.5% | +7.7% |
| 6M | +16.2% | -21.7% | +37.9% | +21.0% |
| YTD | +34.9% | +38.3% | -3.4% | +16.1% |
| 1Y | +31.0% | +29.6% | +1.4% | +14.8% |
| 3Y | +205.4% | +236.1% | -30.7% | +78.0% |
| 5Y | +220.8% | +406.3% | -185.5% | +51.6% |
| 10Y | +471.8% | +1,796.7% | -1,324.9% | +52.8% |
| All | +471.8% | +1,818.7% | -1,346.9% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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