+114,578.9%
APH vs WELL
+12,427.6%
+102,151.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -9.0% |
| 7D | -12.7% | +5.3% | -18.0% | -14.3% |
| 30D | -19.2% | +8.7% | -27.9% | -21.8% |
| 3M | -16.7% | +3.8% | -20.5% | -18.1% |
| 6M | +5.1% | +15.4% | -10.2% | -1.3% |
| YTD | +6.6% | +33.7% | -27.1% | -5.3% |
| 1Y | +3.9% | +33.6% | -29.7% | -7.8% |
| 3Y | +246.0% | +194.2% | +51.8% | +126.6% |
| 5Y | +268.0% | +227.0% | +41.0% | +128.2% |
| 10Y | +868.2% | +430.7% | +437.5% | +352.6% |
| All | +114,578.9% | +12,427.6% | +102,151.3% | +20,797.4% |
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 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