+306.4%
APH vs WELL
+226.4%
+80.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | -5.0% | +2.7% | -7.7% | -5.7% |
| 30D | -8.4% | +9.8% | -18.2% | -10.9% |
| 3M | -4.5% | +5.8% | -10.3% | -6.2% |
| 6M | +25.3% | +16.2% | +9.1% | +18.9% |
| YTD | +18.9% | +34.9% | -15.9% | +7.2% |
| 1Y | +11.9% | +31.0% | -19.1% | +1.8% |
| 3Y | +278.0% | +205.4% | +72.5% | +147.8% |
| 5Y | +306.4% | +220.8% | +85.6% | +159.9% |
| All | +306.4% | +226.4% | +80.1% | +159.9% |
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