+61,451.9%
APH vs WELL
+11,954.9%
+49,497.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -1.4% | -47.3% | -48.4% |
| 30D | -51.9% | -0.1% | -51.9% | -51.9% |
| 3M | -43.6% | +18.0% | -61.6% | -47.2% |
| 6M | -37.5% | +15.0% | -52.5% | -41.1% |
| YTD | -38.6% | +28.6% | -67.2% | -44.5% |
| 1Y | -26.3% | +42.9% | -69.3% | -36.1% |
| 3Y | +89.2% | +203.0% | -113.8% | +22.7% |
| 5Y | +119.8% | +206.9% | -87.1% | +39.6% |
| 10Y | +454.3% | +339.5% | +114.8% | +179.1% |
| All | +61,451.9% | +11,954.9% | +49,497.1% | +11,309.2% |
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