+132,206.3%
APH vs WELL
+11,954.9%
+120,251.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.6% |
| 7D | +5.0% | -0.8% | +5.8% | +5.3% |
| 30D | -3.9% | -0.1% | -3.8% | -3.9% |
| 3M | +13.0% | +18.0% | -5.1% | +5.7% |
| 6M | +25.2% | +15.0% | +10.2% | +18.0% |
| YTD | +22.9% | +28.6% | -5.7% | +11.1% |
| 1Y | +47.8% | +42.9% | +4.9% | +28.3% |
| 3Y | +283.0% | +203.0% | +80.0% | +148.4% |
| 5Y | +349.7% | +206.9% | +142.8% | +185.7% |
| 10Y | +1,061.2% | +339.5% | +721.8% | +484.8% |
| All | +132,206.3% | +11,954.9% | +120,251.4% | +24,426.7% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling