+282.2%
APH vs WELL
+227.0%
+55.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.2% | +4.3% | +4.2% |
| 7D | -5.9% | +4.4% | -10.4% | -7.0% |
| 30D | -14.8% | +10.8% | -25.6% | -17.4% |
| 3M | -12.4% | +4.2% | -16.6% | -13.6% |
| 6M | +8.1% | +14.0% | -5.9% | +3.1% |
| YTD | +10.9% | +33.4% | -22.5% | +0.3% |
| 1Y | +8.8% | +32.4% | -23.6% | -1.5% |
| 3Y | +262.1% | +194.7% | +67.3% | +140.5% |
| All | +282.2% | +227.0% | +55.2% | +142.8% |
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