+313.2%
APP vs WELL
+227.5%
+85.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.8% |
| 7D | +61.1% | +3.0% | +58.1% | +58.8% |
| 30D | +42.8% | +10.2% | +32.5% | +35.9% |
| 3M | +16.7% | +6.1% | +10.5% | +13.0% |
| 6M | -15.6% | +16.6% | -32.2% | -23.1% |
| YTD | -41.3% | +35.3% | -76.6% | -51.9% |
| 1Y | -39.3% | +31.5% | -70.7% | -49.6% |
| 3Y | +803.2% | +206.5% | +596.7% | +342.5% |
| 5Y | +313.2% | +222.0% | +91.2% | +89.3% |
| All | +313.2% | +227.5% | +85.7% | +89.3% |
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