+109.8%
AAPL vs WELL
+211.0%
-101.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -1.1% | -1.8% | -2.6% |
| 30D | +2.3% | +0.7% | +1.6% | +2.1% |
| 3M | +8.6% | +14.5% | -5.9% | +4.5% |
| 6M | +21.6% | +14.4% | +7.2% | +16.5% |
| YTD | +16.3% | +28.5% | -12.2% | +7.5% |
| 1Y | +35.1% | +41.8% | -6.7% | +20.7% |
| 3Y | +79.4% | +202.8% | -123.4% | +21.6% |
| 5Y | +109.8% | +208.8% | -99.0% | +39.7% |
| All | +109.8% | +211.0% | -101.1% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling