+122,851.5%
AAPL vs WELL
+18,826.3%
+104,025.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -1.9% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +3.0% | -0.1% | +3.1% | +3.0% |
| 3M | +2.9% | +18.0% | -15.1% | -1.9% |
| 6M | +22.1% | +15.0% | +7.1% | +16.9% |
| YTD | +18.0% | +28.6% | -10.6% | +9.5% |
| 1Y | +33.9% | +42.9% | -9.0% | +20.4% |
| 3Y | +71.2% | +203.0% | -131.8% | +23.5% |
| 5Y | +112.6% | +206.9% | -94.3% | +51.1% |
| 10Y | +1,198.8% | +339.5% | +859.3% | +669.7% |
| All | +122,851.5% | +18,826.3% | +104,025.2% | +42,159.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling