+446.2%
APP vs WELL
+271.9%
+174.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -1.0% | +32.1% | +31.5% |
| 7D | +39.7% | +5.3% | +34.4% | +36.5% |
| 30D | +27.7% | +8.7% | +19.0% | +22.7% |
| 3M | -14.8% | +3.8% | -18.6% | -16.4% |
| 6M | -25.5% | +15.4% | -40.9% | -31.4% |
| YTD | -47.2% | +33.7% | -80.8% | -55.7% |
| 1Y | -42.3% | +33.6% | -75.9% | -51.9% |
| 3Y | +806.8% | +194.2% | +612.6% | +389.5% |
| 5Y | +261.6% | +227.0% | +34.6% | +78.6% |
| All | +446.2% | +271.9% | +174.2% | +142.9% |
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 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