+79.9%
AAPL vs WELL
+204.7%
-124.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.2% |
| 7D | -2.7% | -1.3% | -1.4% | -2.5% |
| 30D | +1.0% | +0.5% | +0.5% | +0.9% |
| 3M | +5.0% | +19.1% | -14.1% | +2.0% |
| 6M | +23.0% | +17.0% | +6.1% | +19.7% |
| YTD | +16.6% | +29.2% | -12.6% | +11.2% |
| 1Y | +33.4% | +42.1% | -8.7% | +24.3% |
| 3Y | +79.9% | +204.5% | -124.7% | +39.7% |
| All | +79.9% | +204.7% | -124.9% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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