+473.8%
WELL vs ADP
+315.9%
+157.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.1% |
| 7D | +3.0% | +3.2% | -0.1% | +1.4% |
| 30D | +10.2% | +12.8% | -2.5% | +3.6% |
| 3M | +6.1% | +12.3% | -6.2% | -0.4% |
| 6M | +16.6% | +45.4% | -28.8% | -5.3% |
| YTD | +35.3% | +21.4% | +13.9% | +19.9% |
| 1Y | +31.5% | +23.7% | +7.8% | +15.0% |
| 3Y | +206.5% | +43.6% | +162.8% | +141.3% |
| 5Y | +222.0% | +48.7% | +173.2% | +140.7% |
| 10Y | +473.8% | +316.1% | +157.7% | +176.0% |
| All | +473.8% | +315.9% | +157.9% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 10y: compounded portfolio wealth divided by compounded ADP 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…
10y analysis · Full analysis span regression · 6 months rolling