+4,370.6%
WELL vs PWR
+8,583.6%
-4,213.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.2% |
| 7D | -0.8% | +3.6% | -4.4% | -1.4% |
| 30D | -0.1% | -8.6% | +8.5% | +1.2% |
| 3M | +18.0% | -13.2% | +31.2% | +19.8% |
| 6M | +15.0% | +9.9% | +5.1% | +12.0% |
| YTD | +28.6% | +48.0% | -19.4% | +19.1% |
| 1Y | +42.9% | +66.2% | -23.2% | +29.5% |
| 3Y | +203.0% | +195.1% | +7.9% | +144.7% |
| 5Y | +206.9% | +442.6% | -235.7% | +122.2% |
| 10Y | +339.5% | +2,334.2% | -1,994.8% | +150.9% |
| All | +4,370.6% | +8,583.6% | -4,213.0% | +1,932.6% |
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