-26.3%
APH vs WELL
+42.4%
-68.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -1.4% | -47.3% | -48.7% |
| 30D | -51.9% | -0.1% | -51.9% | -51.9% |
| 3M | -43.6% | +18.0% | -61.6% | -45.1% |
| 6M | -37.5% | +15.0% | -52.5% | -39.2% |
| YTD | -38.6% | +28.6% | -67.2% | -41.4% |
| 1Y | -26.3% | +42.9% | -69.3% | -30.4% |
| All | -26.3% | +42.4% | -68.8% | -30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling