+4,538.0%
WELL vs PWR
+7,422.2%
-2,884.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.3% | -6.4% | -1.2% |
| 7D | +4.4% | -12.9% | +17.3% | +6.3% |
| 30D | +10.8% | -22.8% | +33.7% | +14.8% |
| 3M | +4.2% | -19.0% | +23.2% | +6.9% |
| 6M | +14.0% | -31.1% | +45.1% | +19.1% |
| YTD | +33.4% | +28.2% | +5.2% | +25.5% |
| 1Y | +32.4% | +22.2% | +10.2% | +25.4% |
| 3Y | +194.7% | +222.1% | -27.4% | +133.1% |
| 5Y | +226.5% | +364.1% | -137.6% | +140.8% |
| 10Y | +429.8% | +1,864.5% | -1,434.7% | +210.2% |
| All | +4,538.0% | +7,422.2% | -2,884.3% | +2,041.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling